-3.1%
BSX vs URA
+121.8%
-124.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.0% | -0.2% | -3.6% |
| 7D | -8.2% | -1.5% | -6.7% | -8.0% |
| 30D | -15.8% | -0.4% | -15.4% | -15.8% |
| 3M | -10.8% | +6.3% | -17.1% | -12.0% |
| 6M | -38.4% | -14.0% | -24.4% | -37.4% |
| YTD | -54.8% | +5.3% | -60.1% | -55.6% |
| 1Y | -59.0% | +11.7% | -70.7% | -60.6% |
| 3Y | -20.0% | +109.8% | -129.8% | -33.4% |
| 5Y | -3.1% | +108.0% | -111.0% | -21.6% |
| All | -3.1% | +121.8% | -124.9% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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