+58.2%
BMY vs URI
+1,189.1%
-1,130.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.1% | +1.3% |
| 7D | +1.8% | -6.0% | +7.7% | +2.4% |
| 30D | +6.2% | +4.6% | +1.6% | +5.5% |
| 3M | -2.1% | -2.7% | +0.6% | -2.1% |
| 6M | +14.3% | +18.4% | -4.1% | +11.3% |
| YTD | +21.6% | +37.4% | -15.7% | +15.6% |
| 1Y | +38.8% | +30.4% | +8.4% | +32.8% |
| 3Y | +42.9% | +147.9% | -105.0% | +23.1% |
| 5Y | +30.1% | +202.1% | -172.0% | +6.7% |
| 10Y | +58.2% | +1,182.4% | -1,124.3% | +4.1% |
| All | +58.2% | +1,189.1% | -1,130.9% | +4.1% |
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