+108.7%
BSX vs WCC
+1,563.0%
-1,454.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.6% |
| 7D | +3.7% | +9.9% | -6.2% | +1.9% |
| 30D | +3.1% | -8.4% | +11.6% | +4.1% |
| 3M | -14.2% | -10.3% | -3.9% | -13.3% |
| 6M | -16.4% | -10.5% | -6.0% | -16.1% |
| YTD | -53.5% | +32.2% | -85.7% | -57.0% |
| 1Y | -57.8% | +25.5% | -83.3% | -60.6% |
| 3Y | -17.4% | +134.7% | -152.1% | -34.3% |
| 5Y | +5.4% | +139.9% | -134.5% | -19.3% |
| 10Y | +106.2% | +433.5% | -327.2% | +25.0% |
| All | +108.7% | +1,563.0% | -1,454.4% | +2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling