+504.4%
NOW vs BSX
+105.9%
+398.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | 0.0% | -1.0% |
| 7D | -1.7% | -1.0% | -0.7% | -1.3% |
| 30D | -27.4% | +2.1% | -29.4% | -28.4% |
| 3M | -19.4% | -14.0% | -5.4% | -13.9% |
| 6M | +13.1% | -18.3% | +31.4% | +22.8% |
| YTD | -34.3% | -53.6% | +19.4% | -5.8% |
| 1Y | -41.8% | -57.6% | +15.8% | -12.2% |
| 3Y | -20.7% | -14.3% | -6.4% | -21.8% |
| 5Y | -27.2% | +5.1% | -32.3% | -36.9% |
| All | +504.4% | +105.9% | +398.6% | +238.5% |
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