+35.6%
BMY vs URI
+138.8%
-103.2%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.6% |
| 7D | -0.5% | -9.8% | +9.2% | 0.0% |
| 30D | +4.1% | +1.7% | +2.3% | +3.9% |
| 3M | -2.1% | -9.1% | +6.9% | -1.7% |
| 6M | +12.2% | +9.9% | +2.3% | +11.2% |
| YTD | +20.3% | +31.2% | -10.9% | +17.6% |
| 1Y | +39.2% | +25.9% | +13.3% | +36.2% |
| 3Y | +35.6% | +147.4% | -111.8% | +23.2% |
| All | +35.6% | +138.8% | -103.2% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling