-53.6%
BSX vs AG
+29.4%
-83.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +9.1% | -3.8% | +5.1% |
| 7D | +8.0% | -2.6% | +10.6% | +7.9% |
| 30D | +8.1% | -12.1% | +20.2% | +8.2% |
| 3M | -6.7% | -6.6% | -0.1% | -6.6% |
| 6M | -19.4% | -20.5% | +1.1% | -19.2% |
| YTD | -51.9% | -7.4% | -44.5% | -52.6% |
| 1Y | -53.6% | +33.4% | -87.0% | -55.7% |
| All | -53.6% | +29.4% | -83.0% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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