-21.2%
BSX vs SU
+120.0%
-141.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.3% |
| 7D | -10.1% | +2.2% | -12.3% | -10.3% |
| 30D | -16.4% | +8.4% | -24.9% | -17.3% |
| 3M | -8.9% | +12.1% | -21.0% | -10.5% |
| 6M | -38.3% | +19.7% | -57.9% | -39.9% |
| YTD | -54.9% | +58.4% | -113.3% | -57.7% |
| 1Y | -58.8% | +67.2% | -126.0% | -61.6% |
| 3Y | -21.2% | +125.0% | -146.3% | -28.2% |
| All | -21.2% | +120.0% | -141.2% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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