+31.3%
NFLX vs BSX
-3.9%
+35.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | -1.1% | -10.1% | +9.0% | +3.2% |
| 30D | +4.3% | -16.4% | +20.7% | +11.9% |
| 3M | -4.8% | -8.9% | +4.1% | -1.6% |
| 6M | -18.4% | -38.3% | +19.8% | -1.7% |
| YTD | -17.4% | -54.9% | +37.5% | +14.0% |
| 1Y | -35.7% | -58.8% | +23.1% | -7.0% |
| 3Y | +73.8% | -21.2% | +95.0% | +73.7% |
| All | +31.3% | -3.9% | +35.2% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling