-21.2%
BSX vs TRI
-18.9%
-2.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.6% |
| 7D | -10.1% | -7.9% | -2.2% | -8.8% |
| 30D | -16.4% | -4.5% | -11.9% | -16.0% |
| 3M | -8.9% | +22.1% | -31.0% | -12.1% |
| 6M | -38.3% | -2.8% | -35.5% | -38.9% |
| YTD | -54.9% | -23.4% | -31.5% | -52.1% |
| 1Y | -58.8% | -41.5% | -17.3% | -52.5% |
| 3Y | -21.2% | -19.2% | -2.0% | -19.4% |
| All | -21.2% | -18.9% | -2.3% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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