-21.0%
BSX vs SYY
+27.8%
-48.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.4% |
| 7D | -8.2% | +1.5% | -9.7% | -8.6% |
| 30D | -15.8% | -2.3% | -13.5% | -15.3% |
| 3M | -10.8% | +5.5% | -16.3% | -12.1% |
| 6M | -38.4% | -1.0% | -37.4% | -38.5% |
| YTD | -54.8% | +14.1% | -68.9% | -56.1% |
| 1Y | -59.0% | +5.6% | -64.6% | -59.6% |
| All | -21.0% | +27.8% | -48.8% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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