-7.5%
IGV vs BSX
-53.7%
+46.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.3% | -4.5% | +0.5% |
| 7D | -7.5% | +8.0% | -15.5% | -8.0% |
| 30D | -5.6% | +8.1% | -13.7% | -6.2% |
| 3M | +1.5% | -6.7% | +8.2% | +1.8% |
| 6M | +17.1% | -19.4% | +36.5% | +18.0% |
| YTD | -2.0% | -51.9% | +49.9% | +2.2% |
| 1Y | -7.5% | -53.6% | +46.1% | -3.2% |
| All | -7.5% | -53.7% | +46.2% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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