-19.0%
BSX vs WM
+47.1%
-66.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.1% | -2.2% | -3.3% |
| 7D | +1.8% | +1.2% | +0.6% | +1.4% |
| 30D | +2.8% | +13.1% | -10.3% | -1.8% |
| 3M | -13.3% | +3.6% | -16.9% | -14.5% |
| 6M | -23.7% | +8.1% | -31.7% | -25.9% |
| YTD | -55.2% | +8.9% | -64.1% | -56.7% |
| 1Y | -56.8% | +20.3% | -77.2% | -59.9% |
| 3Y | -19.0% | +46.2% | -65.2% | -27.8% |
| All | -19.0% | +47.1% | -66.2% | -27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling