+113.3%
BSX vs URI
+1,173.3%
-1,060.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.6% |
| 7D | +3.7% | +6.7% | -3.0% | +2.0% |
| 30D | +3.1% | +8.9% | -5.7% | +0.7% |
| 3M | -14.2% | +0.5% | -14.8% | -14.7% |
| 6M | -16.4% | +20.7% | -37.1% | -21.1% |
| YTD | -53.5% | +40.0% | -93.5% | -58.6% |
| 1Y | -57.8% | +34.4% | -92.2% | -62.0% |
| 3Y | -17.4% | +149.5% | -166.9% | -40.3% |
| 5Y | +5.4% | +205.6% | -200.2% | -31.2% |
| All | +113.3% | +1,173.3% | -1,060.1% | -9.7% |
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