-58.4%
BSX vs ROIV
+224.1%
-282.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | -7.0% | +22.3% | -29.4% | -6.0% |
| 30D | -10.9% | +16.9% | -27.8% | -9.9% |
| 3M | -8.2% | +43.9% | -52.1% | -7.7% |
| 6M | -37.5% | +41.6% | -79.1% | -37.3% |
| YTD | -52.8% | +92.7% | -145.5% | -52.7% |
| 1Y | -58.4% | +210.2% | -268.6% | -59.2% |
| All | -58.4% | +224.1% | -282.5% | -59.2% |
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