+56,303.3%
MU vs BSX
+943.3%
+55,360.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +12.8% | +3.7% | +9.1% | +11.6% |
| 30D | -14.9% | +3.1% | -18.0% | -16.2% |
| 3M | -18.0% | -14.2% | -3.8% | -14.7% |
| 6M | -3.1% | -16.4% | +13.3% | -0.2% |
| YTD | +172.9% | -53.5% | +226.4% | +237.8% |
| 1Y | +228.8% | -57.8% | +286.6% | +320.0% |
| 3Y | +950.8% | -17.4% | +968.3% | +978.5% |
| 5Y | +931.3% | +5.4% | +925.9% | +874.0% |
| 10Y | +4,417.7% | +106.2% | +4,311.5% | +3,399.9% |
| All | +56,303.3% | +943.3% | +55,360.0% | +27,872.4% |
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 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