+319.5%
BSX vs URI
+7,815.7%
-7,496.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.9% |
| 7D | +2.8% | -6.0% | +8.7% | +3.8% |
| 30D | +4.6% | +4.6% | 0.0% | +3.5% |
| 3M | -11.4% | -2.7% | -8.7% | -11.2% |
| 6M | -17.1% | +18.4% | -35.5% | -20.4% |
| YTD | -53.1% | +37.4% | -90.5% | -56.8% |
| 1Y | -55.7% | +30.4% | -86.1% | -58.8% |
| 3Y | -13.3% | +147.9% | -161.2% | -30.6% |
| 5Y | +5.3% | +202.1% | -196.8% | -20.7% |
| 10Y | +104.3% | +1,182.4% | -1,078.1% | +10.7% |
| All | +319.5% | +7,815.7% | -7,496.3% | +61.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling