+954.1%
BSX vs WM
+3,078.5%
-2,124.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.3% | +0.6% |
| 7D | -1.5% | +0.8% | -2.3% | -1.7% |
| 30D | +2.9% | +13.8% | -10.9% | -1.0% |
| 3M | -11.8% | +6.4% | -18.2% | -13.4% |
| 6M | -15.4% | +13.2% | -28.7% | -18.5% |
| YTD | -52.7% | +10.8% | -63.4% | -54.2% |
| 1Y | -56.0% | +20.2% | -76.2% | -58.5% |
| 3Y | -12.5% | +46.5% | -58.9% | -22.6% |
| 5Y | +7.6% | +61.3% | -53.7% | -8.0% |
| 10Y | +109.9% | +324.8% | -214.9% | +37.6% |
| All | +954.1% | +3,078.5% | -2,124.3% | +354.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling