+1,367.3%
AAPL vs BMY
+59.8%
+1,307.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | -0.1% |
| 7D | +4.1% | +2.1% | +2.1% | +3.5% |
| 30D | +4.0% | +7.0% | -3.0% | +1.9% |
| 3M | +16.8% | -0.9% | +17.7% | +16.9% |
| 6M | +19.4% | +14.9% | +4.5% | +14.0% |
| YTD | +31.5% | +22.8% | +8.7% | +22.5% |
| 1Y | +31.0% | +36.2% | -5.3% | +17.9% |
| 3Y | +95.3% | +45.7% | +49.6% | +66.5% |
| 5Y | +143.4% | +31.3% | +112.1% | +114.1% |
| All | +1,367.3% | +59.8% | +1,307.6% | +1,079.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 10y: compounded portfolio wealth divided by compounded BMY 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…
10y analysis · Full analysis span regression · 6 months rolling