+889.8%
NVDA vs BSX
-3.9%
+893.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.1% |
| 7D | -5.1% | -10.1% | +5.0% | -0.5% |
| 30D | -2.5% | -16.4% | +13.9% | +5.5% |
| 3M | +6.7% | -8.9% | +15.6% | +10.0% |
| 6M | +17.6% | -38.3% | +55.9% | +46.9% |
| YTD | +17.3% | -54.9% | +72.2% | +75.5% |
| 1Y | +23.5% | -58.8% | +82.3% | +95.8% |
| 3Y | +384.6% | -21.2% | +405.8% | +346.2% |
| All | +889.8% | -3.9% | +893.6% | +637.8% |
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