-58.8%
BSX vs PTC
-36.4%
-22.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | -10.1% | -7.3% | -2.8% | -9.0% |
| 30D | -16.4% | -11.6% | -4.8% | -15.1% |
| 3M | -8.9% | +10.5% | -19.3% | -10.4% |
| 6M | -38.3% | -17.8% | -20.5% | -38.8% |
| YTD | -54.9% | -24.9% | -30.0% | -54.7% |
| 1Y | -58.8% | -36.8% | -22.0% | -57.9% |
| All | -58.8% | -36.4% | -22.4% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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