-21.0%
BSX vs WSM
+226.4%
-247.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.5% | -4.0% |
| 7D | -8.2% | +0.4% | -8.6% | -8.2% |
| 30D | -15.8% | -10.7% | -5.1% | -15.2% |
| 3M | -10.8% | +8.5% | -19.3% | -11.3% |
| 6M | -38.4% | +19.6% | -58.0% | -39.2% |
| YTD | -54.8% | +26.6% | -81.4% | -55.7% |
| 1Y | -59.0% | +12.0% | -71.0% | -59.5% |
| All | -21.0% | +226.4% | -247.4% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 3y: compounded portfolio wealth divided by compounded WSM 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…
3y analysis · Full analysis span regression · 6 months rolling