+780.0%
NOW vs BSX
+84.4%
+695.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.2% | +2.1% |
| 7D | -9.9% | -8.2% | -1.7% | -6.0% |
| 30D | +2.8% | -15.8% | +18.7% | +11.5% |
| 3M | +23.7% | -10.8% | +34.5% | +30.3% |
| 6M | +12.5% | -38.4% | +50.9% | +40.2% |
| YTD | -14.4% | -54.8% | +40.4% | +24.7% |
| 1Y | -29.0% | -59.0% | +30.1% | +9.1% |
| 3Y | +9.3% | -20.0% | +29.3% | +12.3% |
| 5Y | +1.2% | -3.1% | +4.3% | -7.9% |
| All | +780.0% | +84.4% | +695.6% | +480.7% |
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