-11.3%
BSX vs PLD
+24.9%
-36.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.0% |
| 7D | +2.0% | -2.4% | +4.4% | +2.6% |
| 30D | +0.1% | -2.4% | +2.6% | +0.6% |
| 3M | -2.1% | -3.8% | +1.6% | -1.4% |
| 6M | -33.8% | 0.0% | -33.8% | -33.8% |
| YTD | -49.9% | +9.2% | -59.1% | -50.9% |
| 1Y | -55.4% | +25.9% | -81.4% | -57.8% |
| All | -11.3% | +24.9% | -36.2% | -17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling