+23.1%
C vs BSX
-56.9%
+80.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | -0.1% |
| 7D | +4.7% | -1.0% | +5.7% | +4.7% |
| 30D | +0.2% | +2.1% | -1.9% | +0.1% |
| 3M | -9.3% | -14.0% | +4.7% | -9.3% |
| 6M | -0.8% | -18.3% | +17.5% | -0.7% |
| YTD | +8.5% | -53.6% | +62.2% | +7.3% |
| 1Y | +23.1% | -57.6% | +80.6% | +23.3% |
| All | +23.1% | -56.9% | +80.0% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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