+11.8%
NOW vs BSX
-16.1%
+27.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -5.9% | +0.9% | -3.3% |
| 7D | -6.1% | -6.4% | +0.4% | -4.3% |
| 30D | +7.5% | -8.8% | +16.3% | +10.1% |
| 3M | +17.5% | -7.6% | +25.2% | +19.6% |
| 6M | +7.9% | -37.0% | +44.9% | +21.9% |
| YTD | -12.4% | -52.8% | +40.4% | +10.8% |
| 1Y | -28.6% | -58.4% | +29.8% | -3.2% |
| 3Y | +11.8% | -16.5% | +28.3% | +16.2% |
| All | +11.8% | -16.1% | +27.9% | +16.2% |
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