-3.1%
BSX vs WEC
+30.3%
-33.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.4% | -3.9% |
| 7D | -8.2% | -1.3% | -6.9% | -7.9% |
| 30D | -15.8% | -0.4% | -15.4% | -15.8% |
| 3M | -10.8% | -6.8% | -4.0% | -9.1% |
| 6M | -38.4% | -6.4% | -32.0% | -37.4% |
| YTD | -54.8% | +2.5% | -57.3% | -55.3% |
| 1Y | -59.0% | -0.4% | -58.6% | -59.1% |
| 3Y | -20.0% | +38.5% | -58.5% | -28.0% |
| 5Y | -3.1% | +31.7% | -34.7% | -13.4% |
| All | -3.1% | +30.3% | -33.4% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling