-7.5%
T vs BSX
-59.2%
+51.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.0% |
| 7D | +1.5% | -10.1% | +11.6% | +2.4% |
| 30D | +7.5% | -16.4% | +23.9% | +9.2% |
| 3M | +14.8% | -8.9% | +23.7% | +15.3% |
| 6M | -1.7% | -38.3% | +36.5% | -0.5% |
| YTD | +8.7% | -54.9% | +63.6% | +10.7% |
| 1Y | -7.5% | -58.8% | +51.3% | -4.8% |
| All | -7.5% | -59.2% | +51.8% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling