-21.2%
BSX vs TDG
+52.1%
-73.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.6% |
| 7D | -10.1% | -1.9% | -8.2% | -9.6% |
| 30D | -16.4% | -7.7% | -8.7% | -14.4% |
| 3M | -8.9% | -9.3% | +0.4% | -6.3% |
| 6M | -38.3% | -9.4% | -28.9% | -36.8% |
| YTD | -54.9% | -14.3% | -40.7% | -53.2% |
| 1Y | -58.8% | -11.8% | -47.0% | -57.7% |
| 3Y | -21.2% | +52.0% | -73.2% | -28.6% |
| All | -21.2% | +52.1% | -73.3% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 3y: compounded portfolio wealth divided by compounded TDG 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…
3y analysis · Full analysis span regression · 6 months rolling