+72.4%
UBER vs BSX
+16.7%
+55.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -5.4% | -10.1% | +4.7% | +0.3% |
| 30D | -4.9% | -16.4% | +11.5% | +4.8% |
| 3M | +3.0% | -8.9% | +11.9% | +7.9% |
| 6M | -4.4% | -38.3% | +33.9% | +22.9% |
| YTD | -12.3% | -54.9% | +42.6% | +35.5% |
| 1Y | -24.3% | -58.8% | +34.5% | +23.3% |
| 3Y | +46.4% | -21.2% | +67.7% | +46.6% |
| 5Y | +79.7% | -3.3% | +83.0% | +51.9% |
| All | +72.4% | +16.7% | +55.7% | -13.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling