+112.6%
BSX vs TER
+1,060.7%
-948.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.9% |
| 7D | -1.0% | +24.0% | -25.0% | -4.2% |
| 30D | +2.1% | -30.6% | +32.7% | +7.1% |
| 3M | -14.0% | -34.5% | +20.4% | -9.7% |
| 6M | -18.3% | -26.4% | +8.1% | -18.2% |
| YTD | -53.6% | +36.4% | -90.1% | -60.0% |
| 1Y | -57.6% | +47.4% | -105.0% | -64.1% |
| 3Y | -14.3% | +202.6% | -216.8% | -42.7% |
| 5Y | +5.1% | +83.9% | -78.8% | -23.3% |
| All | +112.6% | +1,060.7% | -948.1% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling