+9.7%
URI vs BDX
+22.7%
-13.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.4% | +1.0% |
| 7D | +5.0% | -3.6% | +8.5% | +6.1% |
| 30D | -9.4% | +0.7% | -10.1% | -9.6% |
| 3M | -5.8% | +19.0% | -24.8% | -11.6% |
| 6M | +25.8% | +10.8% | +15.1% | +23.2% |
| YTD | +27.9% | +20.1% | +7.7% | +18.7% |
| 1Y | +9.7% | +23.1% | -13.3% | +1.1% |
| All | +9.7% | +22.7% | -13.0% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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