+204.2%
BSX vs PWR
+8,127.0%
-7,922.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +9.4% | -6.4% | +1.4% |
| 7D | -0.7% | -4.8% | +4.1% | -0.4% |
| 30D | +3.0% | -16.2% | +19.2% | +5.4% |
| 3M | -10.7% | -11.9% | +1.2% | -9.8% |
| 6M | -18.4% | -20.6% | +2.2% | -16.8% |
| YTD | -53.8% | +40.3% | -94.1% | -57.7% |
| 1Y | -56.0% | +33.0% | -89.0% | -59.4% |
| 3Y | -14.4% | +250.0% | -264.4% | -35.1% |
| 5Y | +2.9% | +404.2% | -401.3% | -28.1% |
| 10Y | +101.6% | +1,865.8% | -1,764.3% | +9.1% |
| All | +204.2% | +8,127.0% | -7,922.8% | +17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling