+245.1%
BSX vs BTG
+370.1%
-125.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.2% | -0.9% | -4.0% |
| 7D | -8.2% | -5.8% | -2.4% | -7.9% |
| 30D | -15.8% | +5.7% | -21.5% | -16.1% |
| 3M | -10.8% | +38.1% | -49.0% | -12.6% |
| 6M | -38.4% | +0.3% | -38.7% | -38.7% |
| YTD | -54.8% | +19.9% | -74.7% | -55.6% |
| 1Y | -59.0% | +24.6% | -83.6% | -59.9% |
| 3Y | -20.0% | +96.6% | -116.6% | -24.3% |
| 5Y | -3.1% | +77.7% | -80.7% | -8.4% |
| 10Y | +83.3% | +150.7% | -67.4% | +66.0% |
| All | +245.1% | +370.1% | -125.0% | +152.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling