-53.6%
BSX vs IEF
-1.9%
-51.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.8% | +4.7% |
| 7D | +8.0% | +0.9% | +7.1% | +6.9% |
| 30D | +8.1% | +3.1% | +5.0% | +5.0% |
| 3M | -6.7% | -1.4% | -5.3% | -5.8% |
| 6M | -19.4% | -1.6% | -17.8% | -18.5% |
| YTD | -51.9% | -2.1% | -49.8% | -50.5% |
| 1Y | -53.6% | -2.0% | -51.7% | -52.3% |
| All | -53.6% | -1.9% | -51.7% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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