+197.1%
ABT vs BMY
+63.7%
+133.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -5.9% | -4.8% | -1.1% | -4.3% |
| 30D | -8.1% | -0.1% | -8.0% | -8.1% |
| 3M | +14.5% | +13.1% | +1.4% | +9.8% |
| 6M | -6.3% | +8.4% | -14.7% | -9.2% |
| YTD | -17.1% | +22.0% | -39.1% | -22.9% |
| 1Y | -21.4% | +40.3% | -61.7% | -30.6% |
| 3Y | +5.9% | +20.5% | -14.6% | -3.1% |
| 5Y | -12.8% | +23.7% | -36.5% | -21.5% |
| All | +197.1% | +63.7% | +133.4% | +138.7% |
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 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