+7.3%
BSX vs WEC
+55.1%
-47.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +3.7% | +1.5% | +2.2% | +3.3% |
| 30D | +3.1% | +10.2% | -7.0% | +0.4% |
| 3M | -14.2% | +7.6% | -21.8% | -16.0% |
| 6M | -16.4% | +6.6% | -23.1% | -17.9% |
| YTD | -53.5% | +14.4% | -67.9% | -55.4% |
| 1Y | -57.8% | +8.8% | -66.6% | -58.9% |
| 3Y | -17.4% | +63.3% | -80.8% | -29.5% |
| All | +7.3% | +55.1% | -47.8% | -7.1% |
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