-55.4%
BSX vs BTG
+38.4%
-93.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +1.9% |
| 7D | +2.0% | -0.9% | +2.9% | +2.1% |
| 30D | +0.1% | +36.8% | -36.7% | -1.2% |
| 3M | -2.1% | +23.1% | -25.3% | -3.1% |
| 6M | -33.8% | +3.5% | -37.3% | -34.4% |
| YTD | -49.9% | +25.5% | -75.4% | -50.9% |
| 1Y | -55.4% | +40.1% | -95.5% | -57.5% |
| All | -55.4% | +38.4% | -93.8% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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