+7,802.5%
URI vs BDX
+1,624.1%
+6,178.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | +9.3% | +1.0% | +8.3% | +8.9% |
| 30D | +7.6% | +15.1% | -7.5% | +1.2% |
| 3M | +1.0% | +18.2% | -17.1% | -6.1% |
| 6M | +19.8% | +48.1% | -28.3% | +0.6% |
| YTD | +41.9% | +44.1% | -2.3% | +20.1% |
| 1Y | +33.4% | +46.4% | -13.0% | +12.2% |
| 3Y | +156.0% | +24.4% | +131.7% | +125.8% |
| 5Y | +209.5% | +26.1% | +183.4% | +168.1% |
| 10Y | +1,199.8% | +93.3% | +1,106.5% | +817.7% |
| All | +7,802.5% | +1,624.1% | +6,178.4% | +3,222.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling