+81.5%
BSX vs RRC
+6.5%
+75.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.5% | -4.2% |
| 7D | -8.2% | -1.2% | -7.0% | -8.1% |
| 30D | -15.8% | +3.0% | -18.8% | -16.0% |
| 3M | -10.8% | +7.3% | -18.1% | -11.5% |
| 6M | -38.4% | +3.6% | -42.0% | -38.7% |
| YTD | -54.8% | +19.4% | -74.2% | -55.6% |
| 1Y | -59.0% | +21.4% | -80.5% | -59.9% |
| 3Y | -20.0% | +32.8% | -52.7% | -22.8% |
| 5Y | -3.1% | +152.0% | -155.0% | -13.0% |
| All | +81.5% | +6.5% | +75.0% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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