+52.3%
BDX vs URA
-32.2%
+84.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.1% | +6.6% | +5.6% |
| 7D | +7.2% | -10.5% | +17.7% | +7.2% |
| 30D | +15.8% | -18.6% | +34.4% | +15.9% |
| 3M | +23.7% | -23.0% | +46.7% | +23.8% |
| 6M | +44.8% | -40.3% | +85.1% | +46.4% |
| YTD | +39.8% | -23.5% | +63.3% | +39.1% |
| 1Y | +52.3% | -31.1% | +83.4% | +51.5% |
| All | +52.3% | -32.2% | +84.5% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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