+3.9%
URI vs BBIO
+36.5%
-32.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -2.1% | -3.2% | +1.2% | -2.0% |
| 30D | -12.4% | -13.6% | +1.2% | -12.4% |
| 3M | -7.3% | +7.2% | -14.5% | -7.1% |
| 6M | +27.2% | +1.5% | +25.7% | +26.8% |
| YTD | +23.0% | -5.3% | +28.3% | +22.3% |
| 1Y | +3.9% | +37.7% | -33.8% | +0.4% |
| All | +3.9% | +36.5% | -32.6% | +0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling