-58.4%
BSX vs IWD
+28.3%
-86.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.2% |
| 7D | -7.0% | -1.2% | -5.9% | -6.5% |
| 30D | -10.9% | -1.6% | -9.3% | -10.2% |
| 3M | -8.2% | +7.0% | -15.2% | -10.1% |
| 6M | -37.5% | +17.0% | -54.4% | -40.6% |
| YTD | -52.8% | +21.6% | -74.5% | -56.4% |
| 1Y | -58.4% | +28.0% | -86.4% | -62.9% |
| All | -58.4% | +28.3% | -86.7% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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