+34,437.8%
WDC vs BSX
+957.9%
+33,479.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.1% | +1.1% |
| 7D | +7.5% | -7.0% | +14.5% | +9.8% |
| 30D | +10.1% | -10.9% | +21.0% | +13.6% |
| 3M | -6.8% | -8.2% | +1.4% | -5.8% |
| 6M | +84.1% | -37.5% | +121.6% | +107.8% |
| YTD | +180.3% | -52.8% | +233.1% | +243.2% |
| 1Y | +411.1% | -58.4% | +469.5% | +548.4% |
| 3Y | +1,375.0% | -16.5% | +1,391.5% | +1,407.0% |
| 5Y | +991.6% | -1.0% | +992.6% | +956.6% |
| 10Y | +1,309.1% | +91.2% | +1,217.8% | +1,040.5% |
| All | +34,437.8% | +957.9% | +33,479.9% | +13,619.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling