+57.5%
BMY vs URI
+1,313.6%
-1,256.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.9% | -6.9% | -0.8% |
| 7D | -1.4% | -4.0% | +2.6% | -1.0% |
| 30D | +5.1% | +6.8% | -1.7% | +4.2% |
| 3M | -3.0% | -2.8% | -0.2% | -2.9% |
| 6M | +13.1% | +20.9% | -7.8% | +9.9% |
| YTD | +20.3% | +40.2% | -19.9% | +14.1% |
| 1Y | +39.0% | +34.1% | +4.9% | +32.5% |
| 3Y | +42.0% | +164.1% | -122.2% | +21.2% |
| 5Y | +28.5% | +199.3% | -170.8% | +5.7% |
| 10Y | +57.5% | +1,218.8% | -1,161.3% | +2.3% |
| All | +57.5% | +1,313.6% | -1,256.1% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling