-57.8%
BSX vs IBB
+29.7%
-87.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.4% |
| 7D | +3.7% | -0.5% | +4.2% | +3.9% |
| 30D | +3.1% | +4.6% | -1.4% | +1.7% |
| 3M | -14.2% | +6.8% | -21.0% | -15.4% |
| 6M | -16.4% | +23.1% | -39.5% | -19.2% |
| YTD | -53.5% | +26.0% | -79.5% | -55.7% |
| 1Y | -57.8% | +30.4% | -88.1% | -60.5% |
| All | -57.8% | +29.7% | -87.4% | -60.5% |
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