+25.7%
C vs BSX
-57.1%
+82.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | 0.0% |
| 7D | +4.2% | +3.7% | +0.4% | +4.1% |
| 30D | +2.0% | +3.1% | -1.1% | +1.9% |
| 3M | -10.1% | -14.2% | +4.1% | -10.0% |
| 6M | +1.0% | -16.4% | +17.4% | +1.2% |
| YTD | +8.5% | -53.5% | +62.0% | +7.8% |
| 1Y | +25.7% | -57.8% | +83.5% | +27.5% |
| All | +25.7% | -57.1% | +82.8% | +27.5% |
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