-16.5%
BSX vs TER
+278.1%
-294.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.2% | -10.1% | -6.1% |
| 7D | -6.4% | +11.0% | -17.4% | -6.9% |
| 30D | -8.8% | -1.9% | -6.9% | -8.8% |
| 3M | -7.6% | -0.7% | -7.0% | -8.6% |
| 6M | -37.0% | +36.4% | -73.3% | -39.8% |
| YTD | -52.8% | +92.4% | -145.3% | -56.5% |
| 1Y | -58.4% | +213.5% | -271.9% | -63.9% |
| 3Y | -16.5% | +277.2% | -293.7% | -31.2% |
| All | -16.5% | +278.1% | -294.7% | -31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling