-14.7%
BSX vs NVD
-99.1%
+84.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | -10.1% | +10.8% | -20.9% | -9.7% |
| 30D | -16.4% | +0.8% | -17.2% | -16.3% |
| 3M | -8.9% | -20.8% | +12.0% | -9.5% |
| 6M | -38.3% | -41.2% | +2.9% | -39.3% |
| YTD | -54.9% | -44.2% | -10.7% | -55.7% |
| 1Y | -58.8% | -54.2% | -4.6% | -59.8% |
| 3Y | -21.2% | -99.1% | +77.9% | -33.5% |
| All | -14.7% | -99.1% | +84.4% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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