-57.8%
BSX vs USAR
-51.4%
-6.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.3% |
| 7D | +3.7% | -0.8% | +4.5% | +3.7% |
| 30D | +3.1% | -20.9% | +24.0% | +3.6% |
| 3M | -14.2% | -56.2% | +41.9% | -12.3% |
| 6M | -16.4% | -67.9% | +51.5% | -13.9% |
| YTD | -53.5% | -31.4% | -22.1% | -52.4% |
| 1Y | -57.8% | -45.1% | -12.7% | -57.0% |
| All | -57.8% | -51.4% | -6.3% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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