+6.0%
BSX vs PLD
+14.8%
-8.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.0% |
| 7D | +2.0% | -2.4% | +4.4% | +2.7% |
| 30D | +0.1% | -2.4% | +2.6% | +0.8% |
| 3M | -2.1% | -3.8% | +1.6% | -1.2% |
| 6M | -33.8% | 0.0% | -33.8% | -33.9% |
| YTD | -49.9% | +9.2% | -59.1% | -51.4% |
| 1Y | -55.4% | +25.9% | -81.4% | -58.6% |
| 3Y | -10.9% | +21.3% | -32.2% | -18.0% |
| All | +6.0% | +14.8% | -8.8% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling