+4,404.4%
DELL vs BSX
+83.9%
+4,320.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.3% | +12.3% | +12.1% |
| 7D | +8.2% | -10.1% | +18.3% | +12.4% |
| 30D | +17.1% | -16.4% | +33.5% | +24.6% |
| 3M | +45.2% | -8.9% | +54.0% | +48.3% |
| 6M | +286.8% | -38.3% | +325.0% | +356.4% |
| YTD | +354.8% | -54.9% | +409.7% | +507.6% |
| 1Y | +358.3% | -58.8% | +417.1% | +536.6% |
| 3Y | +724.9% | -21.2% | +746.1% | +720.1% |
| 5Y | +1,193.7% | -3.3% | +1,197.0% | +1,042.0% |
| All | +4,404.4% | +83.9% | +4,320.5% | +2,816.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling