+28.6%
BMY vs URI
+166.6%
-137.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.6% |
| 7D | -0.5% | -9.8% | +9.2% | +0.1% |
| 30D | +4.1% | +1.7% | +2.3% | +3.9% |
| 3M | -2.1% | -9.1% | +6.9% | -1.6% |
| 6M | +12.2% | +9.9% | +2.3% | +11.1% |
| YTD | +20.3% | +31.2% | -10.9% | +17.4% |
| 1Y | +39.2% | +25.9% | +13.3% | +36.1% |
| 3Y | +35.6% | +147.4% | -111.8% | +25.4% |
| All | +28.6% | +166.6% | -137.9% | +18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling