+0.8%
NOW vs BSX
-1.2%
+2.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.1% | -7.0% | +2.9% | -1.0% |
| 30D | +2.9% | -10.9% | +13.8% | +7.9% |
| 3M | +22.6% | -8.2% | +30.7% | +26.7% |
| 6M | +7.5% | -37.5% | +45.0% | +31.5% |
| YTD | -14.4% | -52.8% | +38.4% | +21.3% |
| 1Y | -29.8% | -58.4% | +28.6% | +7.9% |
| 3Y | +9.2% | -16.5% | +25.8% | +1.6% |
| 5Y | +0.8% | -1.0% | +1.8% | -21.8% |
| All | +0.8% | -1.2% | +2.0% | -21.8% |
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