-55.4%
BSX vs U
+6.4%
-61.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.8% |
| 7D | +2.0% | -3.8% | +5.9% | +2.0% |
| 30D | +0.1% | +17.5% | -17.3% | +0.4% |
| 3M | -2.1% | +38.7% | -40.9% | -1.5% |
| 6M | -33.8% | +104.4% | -138.2% | -32.6% |
| YTD | -49.9% | -5.7% | -44.2% | -49.4% |
| 1Y | -55.4% | +3.7% | -59.1% | -55.2% |
| All | -55.4% | +6.4% | -61.8% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling