-53.6%
BSX vs NRG
-50.8%
-2.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -13.5% | +18.8% | +5.4% |
| 7D | +8.0% | -13.7% | +21.7% | +8.1% |
| 30D | +8.1% | -13.6% | +21.6% | +8.0% |
| 3M | -6.7% | -28.5% | +21.9% | -5.5% |
| 6M | -19.4% | -45.8% | +26.4% | -16.6% |
| YTD | -51.9% | -46.9% | -5.0% | -50.2% |
| 1Y | -53.6% | -49.7% | -3.9% | -52.3% |
| All | -53.6% | -50.8% | -2.9% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling