-55.7%
BSX vs SWKS
+20.8%
-76.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.7% | +1.5% |
| 7D | +2.8% | -3.1% | +5.9% | +2.6% |
| 30D | +4.6% | +8.3% | -3.7% | +5.0% |
| 3M | -11.4% | +20.2% | -31.7% | -11.7% |
| 6M | -17.1% | +24.9% | -42.0% | -16.5% |
| YTD | -53.1% | +33.2% | -86.3% | -51.9% |
| 1Y | -55.7% | +23.6% | -79.3% | -54.4% |
| All | -55.7% | +20.8% | -76.5% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling