-17.6%
BSX vs RTX
+161.5%
-179.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -7.0% | -1.6% | -5.4% | -6.6% |
| 30D | -10.9% | -11.6% | +0.7% | -7.8% |
| 3M | -8.2% | +9.2% | -17.3% | -10.7% |
| 6M | -37.5% | -4.4% | -33.1% | -37.1% |
| YTD | -52.8% | +8.9% | -61.7% | -54.1% |
| 1Y | -58.4% | +32.1% | -90.5% | -61.8% |
| All | -17.6% | +161.5% | -179.1% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 3y: compounded portfolio wealth divided by compounded RTX 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…
3y analysis · Full analysis span regression · 6 months rolling