-21.2%
BSX vs IBKR
+291.8%
-313.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.6% |
| 7D | -10.1% | -1.3% | -8.7% | -9.9% |
| 30D | -16.4% | -0.2% | -16.2% | -16.4% |
| 3M | -8.9% | +3.0% | -11.8% | -9.7% |
| 6M | -38.3% | +33.9% | -72.1% | -41.6% |
| YTD | -54.9% | +42.5% | -97.4% | -58.1% |
| 1Y | -58.8% | +44.9% | -103.7% | -62.1% |
| 3Y | -21.2% | +293.0% | -314.2% | -39.1% |
| All | -21.2% | +291.8% | -313.1% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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