-1.2%
BSX vs URI
+206.8%
-208.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.5% | -6.4% | -6.0% |
| 7D | -6.4% | +2.5% | -9.0% | -6.8% |
| 30D | -8.8% | -12.5% | +3.8% | -6.8% |
| 3M | -7.6% | -6.2% | -1.4% | -6.9% |
| 6M | -37.0% | +25.9% | -62.8% | -40.0% |
| YTD | -52.8% | +26.2% | -79.0% | -55.5% |
| 1Y | -58.4% | +5.5% | -63.9% | -59.3% |
| 3Y | -16.5% | +125.0% | -141.5% | -33.7% |
| 5Y | -1.2% | +210.4% | -211.6% | -31.7% |
| All | -1.2% | +206.8% | -208.0% | -31.7% |
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 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