+78.9%
UBER vs BSX
-3.9%
+82.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -5.4% | -10.1% | +4.7% | -0.9% |
| 30D | -4.9% | -16.4% | +11.5% | +2.7% |
| 3M | +3.0% | -8.9% | +11.9% | +6.9% |
| 6M | -4.4% | -38.3% | +33.9% | +17.4% |
| YTD | -12.3% | -54.9% | +42.6% | +26.3% |
| 1Y | -24.3% | -58.8% | +34.5% | +14.4% |
| 3Y | +46.4% | -21.2% | +67.7% | +38.2% |
| All | +78.9% | -3.9% | +82.8% | +33.8% |
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