+20.9%
BSX vs OPEN
-88.9%
+109.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.6% | +4.0% | +0.4% |
| 7D | +3.7% | -15.0% | +18.7% | +4.2% |
| 30D | +3.1% | -40.2% | +43.3% | +4.6% |
| 3M | -14.2% | -67.4% | +53.2% | -11.5% |
| 6M | -16.4% | -74.0% | +57.6% | -13.4% |
| YTD | -53.5% | -79.6% | +26.1% | -51.6% |
| 1Y | -57.8% | -86.1% | +28.3% | -55.6% |
| 3Y | -17.4% | -41.4% | +23.9% | -21.4% |
| 5Y | +5.4% | -94.9% | +100.3% | +4.3% |
| All | +20.9% | -88.9% | +109.8% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling