+121.6%
URI vs BBIO
+154.7%
-33.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.7% | +0.8% | -3.1% |
| 7D | -0.5% | -3.9% | +3.4% | +0.1% |
| 30D | -13.4% | -13.4% | 0.0% | -11.5% |
| 3M | -6.2% | +7.6% | -13.8% | -7.6% |
| 6M | +28.0% | -2.4% | +30.4% | +27.5% |
| YTD | +23.0% | -5.2% | +28.2% | +22.1% |
| 1Y | +5.5% | +36.9% | -31.4% | -2.9% |
| All | +121.6% | +154.7% | -33.0% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling