+1.9%
META vs BSX
-55.7%
+57.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.0% | +2.1% | +4.9% |
| 7D | +5.7% | -0.7% | +6.4% | +5.7% |
| 30D | -10.8% | +3.0% | -13.8% | -11.0% |
| 3M | +8.4% | -10.7% | +19.1% | +8.8% |
| 6M | +5.4% | -18.4% | +23.8% | +5.4% |
| YTD | -2.6% | -53.8% | +51.2% | +3.7% |
| All | +1.9% | -55.7% | +57.6% | +11.2% |
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