-1.2%
BSX vs PWR
+458.8%
-460.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.3% | -8.2% | -6.3% |
| 7D | -6.4% | +4.5% | -11.0% | -7.1% |
| 30D | -8.8% | -4.9% | -3.9% | -8.2% |
| 3M | -7.6% | -7.9% | +0.2% | -7.1% |
| 6M | -37.0% | +18.3% | -55.3% | -40.1% |
| YTD | -52.8% | +51.5% | -104.3% | -57.4% |
| 1Y | -58.4% | +70.3% | -128.7% | -63.7% |
| 3Y | -16.5% | +210.6% | -227.1% | -38.9% |
| 5Y | -1.2% | +456.7% | -457.8% | -40.4% |
| All | -1.2% | +458.8% | -460.0% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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