+1,370.8%
AMAT vs BMY
+57.2%
+1,313.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.5% | +0.2% |
| 7D | -2.5% | +1.8% | -4.2% | -3.0% |
| 30D | -26.5% | +6.2% | -32.8% | -28.1% |
| 3M | -28.6% | -2.1% | -26.4% | -28.6% |
| 6M | -14.2% | +14.3% | -28.5% | -19.0% |
| YTD | +45.5% | +21.6% | +23.9% | +34.2% |
| 1Y | +59.3% | +38.8% | +20.6% | +40.1% |
| 3Y | +153.1% | +42.9% | +110.2% | +112.5% |
| 5Y | +158.2% | +30.1% | +128.1% | +118.9% |
| 10Y | +1,370.8% | +58.2% | +1,312.6% | +1,057.0% |
| All | +1,370.8% | +57.2% | +1,313.6% | +1,057.0% |
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