+906.7%
BSX vs SU
+382,999.4%
-382,092.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -8.2% | +1.7% | -9.9% | -8.2% |
| 30D | -15.8% | +9.6% | -25.4% | -15.8% |
| 3M | -10.8% | +11.7% | -22.6% | -10.9% |
| 6M | -38.4% | +21.9% | -60.3% | -38.4% |
| YTD | -54.8% | +58.6% | -113.4% | -54.8% |
| 1Y | -59.0% | +66.5% | -125.6% | -59.1% |
| 3Y | -20.0% | +121.4% | -141.4% | -20.1% |
| 5Y | -3.1% | +355.7% | -358.8% | -3.3% |
| 10Y | +83.3% | +264.2% | -180.9% | +82.9% |
| All | +906.7% | +382,999.4% | -382,092.7% | +881.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling