-1.4%
BSX vs URI
+166.6%
-167.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.1% | -5.4% | -4.4% |
| 7D | +1.8% | -9.8% | +11.6% | +3.4% |
| 30D | +2.8% | +1.7% | +1.1% | +2.4% |
| 3M | -13.3% | -9.1% | -4.2% | -12.2% |
| 6M | -23.7% | +9.9% | -33.5% | -25.3% |
| YTD | -55.2% | +31.2% | -86.4% | -58.0% |
| 1Y | -56.8% | +25.9% | -82.8% | -59.2% |
| 3Y | -19.0% | +147.4% | -166.4% | -36.9% |
| All | -1.4% | +166.6% | -167.9% | -25.5% |
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