-16.5%
BSX vs U
+11.6%
-28.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.6% | -8.5% | -6.0% |
| 7D | -6.4% | +4.5% | -10.9% | -6.6% |
| 30D | -8.8% | -0.6% | -8.2% | -8.8% |
| 3M | -7.6% | +48.4% | -56.1% | -8.8% |
| 6M | -37.0% | +115.4% | -152.3% | -38.7% |
| YTD | -52.8% | -3.2% | -49.6% | -52.7% |
| 1Y | -58.4% | -6.0% | -52.4% | -58.3% |
| 3Y | -16.5% | +13.5% | -30.0% | -21.4% |
| All | -16.5% | +11.6% | -28.1% | -21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling