+117.1%
BSX vs TER
+1,069.6%
-952.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.3% | -7.3% | -0.3% |
| 7D | -1.5% | +5.9% | -7.4% | -2.6% |
| 30D | +2.9% | -30.8% | +33.7% | +8.0% |
| 3M | -11.8% | -29.9% | +18.1% | -8.4% |
| 6M | -15.4% | -27.5% | +12.0% | -15.1% |
| YTD | -52.7% | +37.5% | -90.1% | -59.2% |
| 1Y | -56.0% | +50.3% | -106.2% | -62.9% |
| 3Y | -12.5% | +204.9% | -217.4% | -41.6% |
| 5Y | +7.6% | +89.2% | -81.6% | -22.0% |
| All | +117.1% | +1,069.6% | -952.5% | -17.9% |
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