+100,756.0%
AMAT vs BMY
+1,650.3%
+99,105.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.8% | +4.8% |
| 7D | -14.7% | -0.5% | -14.2% | -14.6% |
| 30D | -36.1% | +4.1% | -40.2% | -37.3% |
| 3M | -36.9% | -3.1% | -33.7% | -36.7% |
| 6M | -22.2% | +11.0% | -33.2% | -26.3% |
| YTD | +29.9% | +19.1% | +10.8% | +19.7% |
| 1Y | +43.3% | +37.8% | +5.5% | +25.0% |
| 3Y | +142.7% | +34.2% | +108.5% | +106.5% |
| 5Y | +126.2% | +27.2% | +99.0% | +92.9% |
| 10Y | +1,211.7% | +72.1% | +1,139.7% | +889.2% |
| All | +100,756.0% | +1,650.3% | +99,105.7% | +22,331.3% |
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