+678.6%
URI vs BBIO
+136.7%
+541.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -2.1% | -3.2% | +1.2% | -1.7% |
| 30D | -12.4% | -13.6% | +1.2% | -10.9% |
| 3M | -7.3% | +7.2% | -14.5% | -8.3% |
| 6M | +27.2% | +1.5% | +25.7% | +26.3% |
| YTD | +23.0% | -5.3% | +28.3% | +22.4% |
| 1Y | +3.9% | +37.7% | -33.8% | -1.7% |
| 3Y | +121.6% | +153.9% | -32.3% | +89.4% |
| 5Y | +201.1% | +43.9% | +157.2% | +131.4% |
| All | +678.6% | +136.7% | +541.9% | +372.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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