-21.0%
BSX vs ZBRA
+33.4%
-54.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -4.1% |
| 7D | -8.2% | -3.8% | -4.4% | -7.9% |
| 30D | -15.8% | -10.2% | -5.6% | -15.1% |
| 3M | -10.8% | +58.7% | -69.5% | -14.6% |
| 6M | -38.4% | +61.9% | -100.3% | -41.3% |
| YTD | -54.8% | +41.7% | -96.5% | -56.6% |
| 1Y | -59.0% | +12.4% | -71.4% | -59.4% |
| All | -21.0% | +33.4% | -54.5% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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