-58.8%
BSX vs IYR
+6.2%
-65.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -10.1% | -1.4% | -8.7% | -9.6% |
| 30D | -16.4% | -2.7% | -13.7% | -15.6% |
| 3M | -8.9% | -2.1% | -6.8% | -8.2% |
| 6M | -38.3% | +3.6% | -41.9% | -38.1% |
| YTD | -54.9% | +8.1% | -63.1% | -55.1% |
| 1Y | -58.8% | +4.7% | -63.5% | -58.6% |
| All | -58.8% | +6.2% | -65.0% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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