+4,782.6%
DELL vs BSX
+88.1%
+4,694.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +8.7% | -7.0% | +15.8% | +11.5% |
| 30D | +16.9% | -10.9% | +27.8% | +21.4% |
| 3M | +40.4% | -8.2% | +48.6% | +43.1% |
| 6M | +267.1% | -37.5% | +304.5% | +332.2% |
| YTD | +329.1% | -52.8% | +381.9% | +463.6% |
| 1Y | +346.9% | -58.4% | +405.3% | +521.3% |
| 3Y | +696.6% | -16.5% | +713.2% | +674.1% |
| 5Y | +1,106.2% | -1.0% | +1,107.2% | +958.6% |
| 10Y | +4,177.7% | +91.2% | +4,086.5% | +2,636.9% |
| All | +4,782.6% | +88.1% | +4,694.5% | +3,047.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling