+709.8%
URI vs BBIO
+148.5%
+561.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.4% | +1.1% |
| 7D | +5.0% | -0.5% | +5.5% | +5.1% |
| 30D | -9.4% | -10.1% | +0.7% | -8.3% |
| 3M | -5.8% | +12.4% | -18.2% | -7.4% |
| 6M | +25.8% | +15.9% | +9.9% | +22.7% |
| YTD | +27.9% | -0.5% | +28.4% | +26.5% |
| 1Y | +9.7% | +42.2% | -32.5% | +3.4% |
| 3Y | +128.0% | +167.8% | -39.8% | +93.5% |
| 5Y | +212.4% | +49.6% | +162.8% | +139.2% |
| All | +709.8% | +148.5% | +561.2% | +388.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling