-56.0%
BSX vs PATH
-6.5%
-49.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.5% | +0.8% |
| 7D | -1.5% | -2.7% | +1.2% | -1.4% |
| 30D | +2.9% | -1.4% | +4.3% | +2.9% |
| 3M | -11.8% | -16.4% | +4.6% | -11.6% |
| 6M | -15.4% | +23.3% | -38.7% | -16.7% |
| YTD | -52.7% | -19.8% | -32.8% | -53.0% |
| 1Y | -56.0% | -8.6% | -47.4% | -56.2% |
| All | -56.0% | -6.5% | -49.4% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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