+104.3%
BSX vs WM
+329.9%
-225.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +2.8% | +1.2% | +1.6% | +2.1% |
| 30D | +4.6% | +13.7% | -9.1% | -2.6% |
| 3M | -11.4% | +5.2% | -16.6% | -13.9% |
| 6M | -17.1% | +11.2% | -28.3% | -22.0% |
| YTD | -53.1% | +9.4% | -62.5% | -55.7% |
| 1Y | -55.7% | +20.4% | -76.1% | -60.5% |
| 3Y | -13.3% | +44.7% | -58.0% | -32.2% |
| 5Y | +5.3% | +58.5% | -53.2% | -23.7% |
| 10Y | +104.3% | +326.4% | -222.1% | -7.2% |
| All | +104.3% | +329.9% | -225.6% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling