+780.7%
GOOG vs BSX
+83.9%
+696.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | 0.0% | -10.1% | +10.1% | +4.3% |
| 30D | -2.0% | -16.4% | +14.5% | +5.1% |
| 3M | -5.9% | -8.9% | +3.0% | -3.0% |
| 6M | +8.9% | -38.3% | +47.2% | +30.8% |
| YTD | +7.1% | -54.9% | +62.0% | +46.4% |
| 1Y | +39.7% | -58.8% | +98.5% | +98.6% |
| 3Y | +145.8% | -21.2% | +167.1% | +150.3% |
| 5Y | +138.6% | -3.3% | +141.9% | +115.8% |
| All | +780.7% | +83.9% | +696.8% | +479.3% |
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 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