+6.0%
BSX vs WM
+52.1%
-46.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.3% |
| 7D | +2.0% | -0.3% | +2.4% | +2.1% |
| 30D | +0.1% | -2.4% | +2.5% | +1.1% |
| 3M | -2.1% | +0.4% | -2.6% | -2.4% |
| 6M | -33.8% | -9.5% | -24.3% | -31.2% |
| YTD | -49.9% | +0.5% | -50.4% | -50.2% |
| 1Y | -55.4% | -1.1% | -54.4% | -55.5% |
| 3Y | -10.9% | +46.0% | -56.9% | -25.9% |
| All | +6.0% | +52.1% | -46.1% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling