-19.9%
NOW vs BSX
-17.1%
-2.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +0.3% | +3.7% | -3.4% | -0.8% |
| 30D | -27.0% | +3.1% | -30.1% | -27.7% |
| 3M | -19.6% | -14.2% | -5.4% | -16.4% |
| 6M | +17.5% | -16.4% | +33.9% | +21.6% |
| YTD | -33.3% | -53.5% | +20.2% | -15.2% |
| 1Y | -39.8% | -57.8% | +17.9% | -19.2% |
| 3Y | -19.9% | -17.4% | -2.5% | -17.8% |
| All | -19.9% | -17.1% | -2.8% | -17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling