+906.7%
BSX vs NI
+3,441.1%
-2,534.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.9% |
| 7D | -8.2% | -0.6% | -7.6% | -8.0% |
| 30D | -15.8% | -1.4% | -14.4% | -15.4% |
| 3M | -10.8% | -10.6% | -0.3% | -6.8% |
| 6M | -38.4% | -9.9% | -28.5% | -35.9% |
| YTD | -54.8% | +1.2% | -56.0% | -55.3% |
| 1Y | -59.0% | +4.4% | -63.5% | -60.1% |
| 3Y | -20.0% | +68.6% | -88.6% | -36.9% |
| 5Y | -3.1% | +98.0% | -101.1% | -29.6% |
| 10Y | +83.3% | +143.6% | -60.3% | +18.6% |
| All | +906.7% | +3,441.1% | -2,534.4% | +133.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling