-58.4%
BSX vs IP
-21.3%
-37.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.0% | -3.9% | -5.9% |
| 7D | -6.4% | +0.1% | -6.5% | -6.4% |
| 30D | -8.8% | -11.2% | +2.5% | -9.0% |
| 3M | -7.6% | +12.3% | -20.0% | -6.7% |
| 6M | -37.0% | -5.2% | -31.7% | -36.8% |
| YTD | -52.8% | -4.0% | -48.9% | -53.4% |
| 1Y | -58.4% | -19.2% | -39.2% | -58.5% |
| All | -58.4% | -21.3% | -37.1% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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