+1,016.5%
BSX vs TECH
+13,808.7%
-12,792.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | +0.1% | +0.7% | -0.6% | 0.0% |
| 3M | -2.1% | +36.3% | -38.5% | -8.1% |
| 6M | -33.8% | +25.6% | -59.4% | -37.4% |
| YTD | -49.9% | +23.7% | -73.6% | -52.8% |
| 1Y | -55.4% | +37.6% | -93.1% | -59.1% |
| 3Y | -10.9% | -6.6% | -4.3% | -14.2% |
| 5Y | +6.4% | -42.2% | +48.6% | +10.7% |
| 10Y | +97.0% | +187.6% | -90.5% | +50.7% |
| All | +1,016.5% | +13,808.7% | -12,792.2% | +383.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling