-21.0%
BSX vs IAU
+122.5%
-143.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.9% |
| 7D | -8.2% | -3.4% | -4.8% | -7.9% |
| 30D | -15.8% | -1.1% | -14.7% | -15.7% |
| 3M | -10.8% | +5.8% | -16.7% | -11.3% |
| 6M | -38.4% | -16.9% | -21.4% | -37.3% |
| YTD | -54.8% | +0.1% | -54.9% | -55.2% |
| 1Y | -59.0% | +18.4% | -77.4% | -60.3% |
| All | -21.0% | +122.5% | -143.5% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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