-15.5%
BSX vs USB
+90.4%
-105.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.5% | -2.2% |
| 7D | +4.6% | -1.5% | +6.0% | +4.9% |
| 30D | +5.8% | +4.3% | +1.5% | +5.0% |
| 3M | -6.5% | -6.1% | -0.4% | -5.5% |
| 6M | -20.3% | +9.4% | -29.7% | -21.7% |
| YTD | -53.2% | +15.2% | -68.4% | -54.6% |
| 1Y | -54.9% | +32.8% | -87.6% | -57.5% |
| All | -15.5% | +90.4% | -105.9% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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