+1,988.6%
NOW vs BSX
+700.2%
+1,288.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +2.7% |
| 7D | -5.6% | -1.5% | -4.1% | -4.9% |
| 30D | -26.8% | +2.9% | -29.7% | -28.1% |
| 3M | -19.4% | -11.8% | -7.6% | -15.2% |
| 6M | +12.3% | -15.4% | +27.8% | +19.5% |
| YTD | -32.9% | -52.7% | +19.7% | -6.9% |
| 1Y | -40.3% | -56.0% | +15.7% | -14.0% |
| 3Y | -19.1% | -12.5% | -6.6% | -19.7% |
| 5Y | -24.4% | +7.6% | -31.9% | -32.9% |
| 10Y | +521.8% | +109.9% | +411.9% | +290.1% |
| All | +1,988.6% | +700.2% | +1,288.4% | +762.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling