-3.1%
BSX vs WCC
+211.6%
-214.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.2% | -0.9% | -3.7% |
| 7D | -8.2% | +1.7% | -9.9% | -8.4% |
| 30D | -15.8% | -6.1% | -9.7% | -15.2% |
| 3M | -10.8% | +3.1% | -13.9% | -11.6% |
| 6M | -38.4% | +28.2% | -66.6% | -41.2% |
| YTD | -54.8% | +41.1% | -95.9% | -57.6% |
| 1Y | -59.0% | +61.3% | -120.3% | -62.6% |
| 3Y | -20.0% | +123.6% | -143.6% | -33.7% |
| 5Y | -3.1% | +214.8% | -217.8% | -30.5% |
| All | -3.1% | +211.6% | -214.7% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling