-58.8%
BSX vs IVZ
+49.7%
-108.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.3% |
| 7D | -10.1% | -2.4% | -7.7% | -10.0% |
| 30D | -16.4% | +3.0% | -19.4% | -16.5% |
| 3M | -8.9% | +14.9% | -23.7% | -9.5% |
| 6M | -38.3% | +36.7% | -75.0% | -39.3% |
| YTD | -54.9% | +25.7% | -80.6% | -56.5% |
| 1Y | -58.8% | +47.7% | -106.5% | -61.0% |
| All | -58.8% | +49.7% | -108.5% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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