-53.6%
BSX vs XME
+5.2%
-58.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.0% | +6.3% | +5.4% |
| 7D | +8.0% | -5.5% | +13.4% | +8.1% |
| 30D | +8.1% | -11.1% | +19.2% | +8.5% |
| 3M | -6.7% | -11.1% | +4.5% | -6.1% |
| 6M | -19.4% | -18.0% | -1.4% | -18.8% |
| YTD | -51.9% | -7.4% | -44.6% | -52.3% |
| 1Y | -53.6% | +6.7% | -60.3% | -54.9% |
| All | -53.6% | +5.2% | -58.9% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling