-3.1%
BSX vs WPM
+252.7%
-255.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.7% | -0.4% | -3.7% |
| 7D | -8.2% | -3.6% | -4.6% | -7.8% |
| 30D | -15.8% | +12.5% | -28.3% | -17.0% |
| 3M | -10.8% | +40.6% | -51.4% | -14.6% |
| 6M | -38.4% | +0.5% | -38.9% | -38.7% |
| YTD | -54.8% | +29.0% | -83.8% | -56.9% |
| 1Y | -59.0% | +43.8% | -102.9% | -61.8% |
| 3Y | -20.0% | +266.3% | -286.3% | -37.8% |
| 5Y | -3.1% | +255.1% | -258.2% | -27.9% |
| All | -3.1% | +252.7% | -255.7% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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