+366.0%
WDC vs BSX
-59.2%
+425.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -3.0% |
| 7D | -4.3% | -10.1% | +5.8% | -5.5% |
| 30D | -1.5% | -16.4% | +14.9% | -3.5% |
| 3M | -15.5% | -8.9% | -6.6% | -14.9% |
| 6M | +66.5% | -38.3% | +104.7% | +79.3% |
| YTD | +159.9% | -54.9% | +214.8% | +188.8% |
| 1Y | +366.0% | -58.8% | +424.8% | +366.4% |
| All | +366.0% | -59.2% | +425.2% | +366.4% |
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