+60.6%
BSX vs WPM
+5,972.6%
-5,912.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.1% | -6.0% | -5.9% |
| 7D | -6.4% | +7.0% | -13.5% | -7.3% |
| 30D | -8.8% | +15.7% | -24.5% | -10.5% |
| 3M | -7.6% | +35.2% | -42.8% | -11.4% |
| 6M | -37.0% | +6.1% | -43.0% | -37.9% |
| YTD | -52.8% | +32.6% | -85.4% | -55.1% |
| 1Y | -58.4% | +46.9% | -105.3% | -61.1% |
| 3Y | -16.5% | +276.3% | -292.8% | -31.5% |
| 5Y | -1.2% | +260.0% | -261.2% | -19.3% |
| 10Y | +83.7% | +508.5% | -424.8% | +34.8% |
| All | +60.6% | +5,972.6% | -5,912.0% | -15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling