-58.8%
BSX vs BTG
+25.2%
-84.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | -10.1% | -3.8% | -6.3% | -9.9% |
| 30D | -16.4% | +3.6% | -20.1% | -16.6% |
| 3M | -8.9% | +32.0% | -40.9% | -10.0% |
| 6M | -38.3% | +3.4% | -41.6% | -38.7% |
| YTD | -54.9% | +20.8% | -75.7% | -55.8% |
| 1Y | -58.8% | +22.4% | -81.2% | -60.2% |
| All | -58.8% | +25.2% | -84.0% | -60.2% |
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