+22.1%
BDX vs URA
+11.7%
+10.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.0% | +2.1% | -1.9% |
| 7D | -5.4% | -1.5% | -3.9% | -5.4% |
| 30D | -2.2% | -0.4% | -1.8% | -2.2% |
| 3M | +20.1% | +6.3% | +13.8% | +20.2% |
| 6M | +9.1% | -14.0% | +23.0% | +9.1% |
| YTD | +17.9% | +5.3% | +12.6% | +18.6% |
| 1Y | +22.1% | +11.7% | +10.4% | +24.7% |
| All | +22.1% | +11.7% | +10.3% | +24.7% |
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