-1.0%
BSX vs SPOT
+111.4%
-112.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | +0.1% |
| 7D | -7.0% | -6.5% | -0.5% | -6.1% |
| 30D | -10.9% | +2.2% | -13.1% | -11.3% |
| 3M | -8.2% | +5.4% | -13.6% | -9.1% |
| 6M | -37.5% | -4.0% | -33.5% | -37.4% |
| YTD | -52.8% | -9.9% | -42.9% | -52.5% |
| 1Y | -58.4% | -27.3% | -31.1% | -56.9% |
| 3Y | -16.5% | +236.4% | -252.9% | -30.8% |
| 5Y | -1.0% | +112.6% | -113.6% | -19.0% |
| All | -1.0% | +111.4% | -112.4% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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