-21.2%
BSX vs AGI
+206.1%
-227.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.3% |
| 7D | -10.1% | -2.7% | -7.3% | -9.9% |
| 30D | -16.4% | +7.2% | -23.7% | -16.9% |
| 3M | -8.9% | +4.3% | -13.1% | -9.2% |
| 6M | -38.3% | -27.1% | -11.2% | -37.0% |
| YTD | -54.9% | -6.6% | -48.3% | -54.9% |
| 1Y | -58.8% | +9.5% | -68.3% | -59.7% |
| 3Y | -21.2% | +208.4% | -229.7% | -34.4% |
| All | -21.2% | +206.1% | -227.3% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling