+113.2%
WDC vs BSX
-53.7%
+166.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.3% | -12.1% | -5.9% |
| 7D | -18.3% | +8.0% | -26.3% | -17.2% |
| 30D | -26.7% | +8.1% | -34.7% | -25.8% |
| 3M | -40.9% | -6.7% | -34.3% | -40.7% |
| 6M | -26.8% | -19.4% | -7.4% | -22.6% |
| YTD | +88.2% | -51.9% | +140.1% | +132.2% |
| 1Y | +113.2% | -53.6% | +166.8% | +170.6% |
| All | +113.2% | -53.7% | +166.9% | +170.6% |
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