-53.6%
BSX vs IBB
+42.2%
-95.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.7% | +4.6% |
| 7D | +8.0% | +2.2% | +5.8% | +7.3% |
| 30D | +8.1% | +6.3% | +1.7% | +6.1% |
| 3M | -6.7% | +16.3% | -23.0% | -9.8% |
| 6M | -19.4% | +30.0% | -49.4% | -23.4% |
| YTD | -51.9% | +31.1% | -83.1% | -54.7% |
| 1Y | -53.6% | +42.0% | -95.6% | -57.8% |
| All | -53.6% | +42.2% | -95.9% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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