+164.3%
EWY vs BSX
-55.6%
+219.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.8% | +2.8% | +4.6% |
| 7D | +4.8% | +2.0% | +2.8% | +4.8% |
| 30D | +11.7% | +0.1% | +11.5% | +11.8% |
| 3M | -7.4% | -2.1% | -5.3% | -6.0% |
| 6M | +40.6% | -33.8% | +74.4% | +51.5% |
| YTD | +94.3% | -49.9% | +144.1% | +115.2% |
| 1Y | +164.3% | -55.4% | +219.7% | +177.1% |
| All | +164.3% | -55.6% | +219.9% | +177.1% |
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 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