+62.0%
BMY vs URI
+1,157.2%
-1,095.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.3% |
| 7D | -3.3% | +2.5% | -5.9% | -3.6% |
| 30D | 0.0% | -12.5% | +12.5% | +1.6% |
| 3M | +17.7% | -6.2% | +23.9% | +18.3% |
| 6M | +9.6% | +25.9% | -16.2% | +5.7% |
| YTD | +24.0% | +26.2% | -2.2% | +19.1% |
| 1Y | +45.1% | +5.5% | +39.6% | +42.5% |
| 3Y | +22.5% | +125.0% | -102.5% | +6.3% |
| 5Y | +22.3% | +210.4% | -188.1% | -1.2% |
| 10Y | +62.0% | +1,157.2% | -1,095.2% | -8.4% |
| All | +62.0% | +1,157.2% | -1,095.2% | -8.4% |
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