-58.8%
BSX vs WMB
+29.2%
-88.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.0% | -0.4% |
| 7D | -10.1% | -1.0% | -9.0% | -9.9% |
| 30D | -16.4% | -0.4% | -16.0% | -16.3% |
| 3M | -8.9% | +3.2% | -12.1% | -10.2% |
| 6M | -38.3% | +0.1% | -38.3% | -38.4% |
| YTD | -54.9% | +23.9% | -78.8% | -56.6% |
| 1Y | -58.8% | +27.6% | -86.4% | -60.5% |
| All | -58.8% | +29.2% | -88.0% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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