-58.4%
BSX vs WM
+0.6%
-59.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.6% | -5.3% | -5.7% |
| 7D | -6.4% | -0.9% | -5.5% | -6.2% |
| 30D | -8.8% | -4.3% | -4.4% | -7.4% |
| 3M | -7.6% | +0.8% | -8.4% | -7.7% |
| 6M | -37.0% | -10.8% | -26.2% | -35.3% |
| YTD | -52.8% | -0.1% | -52.8% | -52.6% |
| 1Y | -58.4% | +1.0% | -59.4% | -58.3% |
| All | -58.4% | +0.6% | -59.0% | -58.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling