+1,376.8%
STX vs BSX
-16.8%
+1,393.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +9.6% | -7.0% | +16.6% | +10.1% |
| 30D | +10.6% | -10.9% | +21.5% | +11.5% |
| 3M | +4.8% | -8.2% | +13.0% | +6.2% |
| 6M | +137.3% | -37.5% | +174.7% | +165.1% |
| YTD | +222.5% | -52.8% | +275.3% | +296.7% |
| 1Y | +366.2% | -58.4% | +424.6% | +506.5% |
| All | +1,376.8% | -16.8% | +1,393.7% | +1,488.1% |
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