+91.2%
BSX vs RACE
+783.2%
-691.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.3% |
| 7D | -7.0% | -2.6% | -4.4% | -6.2% |
| 30D | -10.9% | -1.1% | -9.8% | -10.6% |
| 3M | -8.2% | +12.5% | -20.7% | -12.1% |
| 6M | -37.5% | +17.4% | -54.9% | -41.3% |
| YTD | -52.8% | +10.1% | -63.0% | -55.1% |
| 1Y | -58.4% | -15.1% | -43.3% | -56.8% |
| 3Y | -16.5% | +38.9% | -55.5% | -31.3% |
| 5Y | -1.0% | +90.7% | -91.7% | -30.7% |
| 10Y | +91.2% | +801.8% | -710.6% | -28.2% |
| All | +91.2% | +783.2% | -691.9% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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