-16.4%
BSX vs SPOT
+41.5%
-58.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.0% | -0.3% |
| 7D | +3.7% | +1.6% | +2.1% | +3.3% |
| 30D | +3.1% | +16.9% | -13.8% | -0.8% |
| 3M | -14.2% | +23.0% | -37.2% | -18.3% |
| 6M | -16.4% | +42.2% | -58.6% | -24.6% |
| All | -16.4% | +41.5% | -58.0% | -24.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling