+37.7%
BSX vs IAU
+752.8%
-715.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +3.7% | -4.6% | +8.3% | +4.0% |
| 30D | +3.1% | -5.4% | +8.6% | +3.4% |
| 3M | -14.2% | -10.9% | -3.3% | -13.7% |
| 6M | -16.4% | -17.4% | +0.9% | -15.7% |
| YTD | -53.5% | -10.2% | -43.3% | -53.3% |
| 1Y | -57.8% | -7.1% | -50.7% | -57.7% |
| 3Y | -17.4% | +97.7% | -115.2% | -20.0% |
| 5Y | +5.4% | +105.3% | -99.9% | +1.8% |
| 10Y | +106.2% | +208.0% | -101.8% | +96.8% |
| All | +37.7% | +752.8% | -715.1% | +40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling