-21.2%
BSX vs WWD
+167.6%
-188.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.5% |
| 7D | -10.1% | -2.6% | -7.5% | -9.6% |
| 30D | -16.4% | -6.9% | -9.5% | -15.3% |
| 3M | -8.9% | -13.0% | +4.2% | -7.0% |
| 6M | -38.3% | -12.5% | -25.8% | -37.4% |
| YTD | -54.9% | +11.8% | -66.8% | -56.9% |
| 1Y | -58.8% | +41.1% | -99.9% | -63.2% |
| 3Y | -21.2% | +163.1% | -184.3% | -39.2% |
| All | -21.2% | +167.6% | -188.8% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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