-3.1%
BSX vs SPXU
-85.5%
+82.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -6.0% | -3.7% |
| 7D | -8.2% | +6.4% | -14.6% | -6.9% |
| 30D | -15.8% | +5.9% | -21.8% | -14.6% |
| 3M | -10.8% | -11.7% | +0.8% | -13.0% |
| 6M | -38.4% | -28.7% | -9.7% | -42.4% |
| YTD | -54.8% | -26.4% | -28.4% | -57.4% |
| 1Y | -59.0% | -35.2% | -23.8% | -62.4% |
| 3Y | -20.0% | -79.8% | +59.8% | -41.0% |
| 5Y | -3.1% | -86.1% | +83.0% | -28.0% |
| All | -3.1% | -85.5% | +82.5% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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