+81.0%
BSX vs IBN
+324.2%
-243.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.8% |
| 7D | -10.1% | -3.0% | -7.1% | -9.3% |
| 30D | -16.4% | -1.5% | -14.9% | -16.0% |
| 3M | -8.9% | +7.9% | -16.8% | -10.8% |
| 6M | -38.3% | +8.6% | -46.9% | -39.8% |
| YTD | -54.9% | -0.6% | -54.4% | -55.1% |
| 1Y | -58.8% | -7.3% | -51.5% | -58.2% |
| 3Y | -21.2% | +26.2% | -47.4% | -27.8% |
| 5Y | -3.3% | +57.8% | -61.2% | -18.0% |
| All | +81.0% | +324.2% | -243.2% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling