-2.8%
BSX vs NI
+96.9%
-99.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -10.1% | 0.0% | -10.1% | -10.1% |
| 30D | -16.4% | -1.4% | -15.0% | -16.1% |
| 3M | -8.9% | -10.6% | +1.7% | -5.4% |
| 6M | -38.3% | -9.3% | -29.0% | -36.2% |
| YTD | -54.9% | +1.1% | -56.1% | -55.3% |
| 1Y | -58.8% | +3.4% | -62.2% | -59.5% |
| 3Y | -21.2% | +67.9% | -89.1% | -34.1% |
| All | -2.8% | +96.9% | -99.7% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling