-1.0%
BSX vs OPEN
-84.0%
+83.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.2% | 0.0% |
| 7D | -7.0% | -2.9% | -4.1% | -7.0% |
| 30D | -10.9% | -13.8% | +2.9% | -10.5% |
| 3M | -8.2% | -30.9% | +22.7% | -7.3% |
| 6M | -37.5% | -40.9% | +3.5% | -36.7% |
| YTD | -52.8% | -48.5% | -4.3% | -52.2% |
| 1Y | -58.4% | -50.9% | -7.5% | -58.2% |
| 3Y | -16.5% | -20.6% | +4.1% | -20.8% |
| 5Y | -1.0% | -84.2% | +83.2% | -6.0% |
| All | -1.0% | -84.0% | +83.0% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling