-53.6%
BSX vs ROIV
+97.8%
-151.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.1% | -0.7% | +5.6% |
| 7D | +8.0% | +3.0% | +5.0% | +8.1% |
| 30D | +8.1% | +6.8% | +1.2% | +8.4% |
| 3M | -6.7% | +10.5% | -17.2% | -5.9% |
| 6M | -19.4% | +34.8% | -54.2% | -19.1% |
| YTD | -51.9% | +76.2% | -128.1% | -51.3% |
| 1Y | -53.6% | +92.4% | -146.0% | -54.0% |
| All | -53.6% | +97.8% | -151.5% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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