-2.8%
BSX vs BTG
+78.0%
-80.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | -10.1% | -3.8% | -6.3% | -9.8% |
| 30D | -16.4% | +3.6% | -20.1% | -16.7% |
| 3M | -8.9% | +32.0% | -40.9% | -11.3% |
| 6M | -38.3% | +3.4% | -41.6% | -38.8% |
| YTD | -54.9% | +20.8% | -75.7% | -56.2% |
| 1Y | -58.8% | +22.4% | -81.2% | -60.3% |
| 3Y | -21.2% | +91.7% | -112.9% | -29.0% |
| All | -2.8% | +78.0% | -80.8% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling