+101.6%
BSX vs PLD
+248.8%
-147.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.1% | +1.8% |
| 7D | -0.7% | +0.7% | -1.4% | -0.9% |
| 30D | +3.0% | +0.8% | +2.2% | +2.7% |
| 3M | -10.7% | -6.1% | -4.6% | -8.5% |
| 6M | -18.4% | -8.0% | -10.4% | -15.8% |
| YTD | -53.8% | +4.7% | -58.5% | -55.0% |
| 1Y | -56.0% | +7.2% | -63.2% | -57.6% |
| 3Y | -14.4% | +39.2% | -53.6% | -28.7% |
| 5Y | +2.9% | +1.9% | +1.0% | -3.6% |
| 10Y | +101.6% | +256.8% | -155.2% | +21.0% |
| All | +101.6% | +248.8% | -147.2% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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