+186.4%
BSX vs UUUU
-92.5%
+278.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.3% | +2.2% | -3.8% |
| 7D | -8.2% | -5.0% | -3.2% | -7.9% |
| 30D | -15.8% | -7.8% | -8.0% | -15.4% |
| 3M | -10.8% | -0.4% | -10.4% | -11.1% |
| 6M | -38.4% | -32.9% | -5.5% | -37.4% |
| YTD | -54.8% | -6.3% | -48.5% | -55.2% |
| 1Y | -59.0% | +7.9% | -67.0% | -60.1% |
| 3Y | -20.0% | +85.2% | -105.2% | -26.1% |
| 5Y | -3.1% | +97.0% | -100.0% | -12.9% |
| 10Y | +83.3% | +492.6% | -409.3% | +46.2% |
| All | +186.4% | -92.5% | +278.8% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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