+206.6%
BSX vs WU
-21.6%
+228.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.5% | -3.4% | -5.0% |
| 7D | -6.4% | -0.8% | -5.6% | -6.2% |
| 30D | -8.8% | -1.1% | -7.7% | -8.5% |
| 3M | -7.6% | -1.8% | -5.8% | -8.5% |
| 6M | -37.0% | -23.9% | -13.0% | -31.9% |
| YTD | -52.8% | -20.4% | -32.4% | -50.2% |
| 1Y | -58.4% | -10.6% | -47.8% | -58.3% |
| 3Y | -16.5% | -27.7% | +11.2% | -12.0% |
| 5Y | -1.2% | -51.1% | +50.0% | +17.9% |
| 10Y | +83.7% | -40.7% | +124.5% | +96.0% |
| All | +206.6% | -21.6% | +228.2% | +151.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling