-17.6%
BSX vs WEC
+40.3%
-57.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -7.0% | +0.4% | -7.4% | -7.1% |
| 30D | -10.9% | +0.9% | -11.8% | -11.1% |
| 3M | -8.2% | -5.3% | -2.8% | -7.1% |
| 6M | -37.5% | -6.6% | -30.9% | -36.7% |
| YTD | -52.8% | +3.3% | -56.1% | -53.2% |
| 1Y | -58.4% | +2.1% | -60.5% | -58.6% |
| All | -17.6% | +40.3% | -57.9% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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