+1,697.2%
ACN vs BMY
+236.3%
+1,461.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.7% |
| 7D | -1.5% | +0.4% | -1.9% | -1.6% |
| 30D | +9.4% | +5.0% | +4.4% | +7.6% |
| 3M | +5.6% | +19.4% | -13.7% | -0.5% |
| 6M | -9.3% | +9.5% | -18.8% | -12.4% |
| YTD | -29.0% | +28.1% | -57.0% | -35.1% |
| 1Y | -24.7% | +50.0% | -74.6% | -35.0% |
| 3Y | -39.8% | +24.1% | -63.9% | -45.9% |
| 5Y | -40.9% | +25.0% | -65.9% | -47.5% |
| 10Y | +91.1% | +68.7% | +22.5% | +48.2% |
| All | +1,697.2% | +236.3% | +1,461.0% | +671.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling