-3.1%
BSX vs TECH
-42.4%
+39.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -4.1% |
| 7D | -8.2% | -0.5% | -7.7% | -8.1% |
| 30D | -15.8% | 0.0% | -15.8% | -15.8% |
| 3M | -10.8% | +37.4% | -48.3% | -15.2% |
| 6M | -38.4% | +36.9% | -75.3% | -41.9% |
| YTD | -54.8% | +23.1% | -77.9% | -57.0% |
| 1Y | -59.0% | +42.2% | -101.3% | -62.2% |
| 3Y | -20.0% | +1.9% | -21.9% | -23.4% |
| 5Y | -3.1% | -42.9% | +39.9% | +5.5% |
| All | -3.1% | -42.4% | +39.3% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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