+1,213.8%
BSX vs WWD
+14,675.7%
-13,461.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +3.7% | +4.0% | -0.2% | +2.6% |
| 30D | +3.1% | +0.4% | +2.7% | +2.7% |
| 3M | -14.2% | -7.9% | -6.3% | -12.6% |
| 6M | -16.4% | -10.6% | -5.8% | -14.8% |
| YTD | -53.5% | +9.4% | -62.9% | -55.7% |
| 1Y | -57.8% | +25.7% | -83.5% | -61.4% |
| 3Y | -17.4% | +148.5% | -166.0% | -39.2% |
| 5Y | +5.4% | +189.5% | -184.1% | -27.0% |
| 10Y | +106.2% | +451.8% | -345.5% | +13.8% |
| All | +1,213.8% | +14,675.7% | -13,461.9% | +198.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling