-17.6%
BSX vs WCC
+129.2%
-146.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.2% | +0.1% |
| 7D | -7.0% | +6.8% | -13.9% | -7.5% |
| 30D | -10.9% | -3.0% | -7.9% | -10.7% |
| 3M | -8.2% | +0.2% | -8.4% | -8.3% |
| 6M | -37.5% | +33.2% | -70.6% | -39.5% |
| YTD | -52.8% | +45.8% | -98.7% | -54.9% |
| 1Y | -58.4% | +68.4% | -126.8% | -61.0% |
| All | -17.6% | +129.2% | -146.8% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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