-2.8%
BSX vs WCN
+24.9%
-27.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -10.1% | -3.1% | -7.0% | -9.0% |
| 30D | -16.4% | -3.4% | -13.0% | -15.3% |
| 3M | -8.9% | +3.0% | -11.8% | -9.9% |
| 6M | -38.3% | -3.8% | -34.5% | -37.5% |
| YTD | -54.9% | -8.3% | -46.6% | -53.6% |
| 1Y | -58.8% | -9.7% | -49.1% | -57.4% |
| 3Y | -21.2% | +17.2% | -38.4% | -27.6% |
| All | -2.8% | +24.9% | -27.7% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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