+181.0%
ABBV vs BMY
+22.7%
+158.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -4.1% | -4.8% | +0.7% | -2.3% |
| 30D | +1.2% | -0.7% | +1.8% | +1.5% |
| 3M | +12.1% | +15.3% | -3.2% | +6.0% |
| 6M | +12.0% | +8.5% | +3.5% | +8.2% |
| YTD | +12.4% | +23.4% | -11.0% | +3.8% |
| 1Y | +22.9% | +42.9% | -20.0% | +7.5% |
| 3Y | +86.8% | +22.0% | +64.8% | +72.5% |
| 5Y | +181.0% | +24.3% | +156.7% | +164.7% |
| All | +181.0% | +22.7% | +158.4% | +164.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling