-3.1%
BSX vs WU
-51.6%
+48.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.0% |
| 7D | -8.2% | -5.0% | -3.2% | -7.6% |
| 30D | -15.8% | -2.3% | -13.5% | -15.6% |
| 3M | -10.8% | -3.2% | -7.6% | -11.0% |
| 6M | -38.4% | -25.0% | -13.4% | -36.4% |
| YTD | -54.8% | -21.7% | -33.1% | -53.7% |
| 1Y | -59.0% | -9.0% | -50.1% | -59.3% |
| 3Y | -20.0% | -28.9% | +8.9% | -17.9% |
| 5Y | -3.1% | -51.0% | +48.0% | +3.9% |
| All | -3.1% | -51.6% | +48.5% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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