-13.3%
BSX vs U
+124.7%
-138.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.7% | +1.6% |
| 7D | +2.8% | +24.4% | -21.6% | +2.1% |
| 30D | +4.6% | +7.4% | -2.8% | +4.3% |
| 3M | -11.4% | +16.8% | -28.2% | -11.9% |
| 6M | -17.1% | +78.8% | -95.9% | -18.6% |
| YTD | -53.1% | +14.0% | -67.1% | -53.2% |
| 1Y | -55.7% | +16.7% | -72.4% | -55.9% |
| 3Y | -13.3% | +86.4% | -99.7% | -18.7% |
| All | -13.3% | +124.7% | -138.0% | -18.7% |
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