+8,017.8%
AMD vs BMY
+62.5%
+7,955.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.2% | +9.1% | +6.6% |
| 7D | +10.0% | -3.3% | +13.4% | +10.8% |
| 30D | +4.6% | 0.0% | +4.7% | +4.4% |
| 3M | +3.1% | +17.7% | -14.6% | -1.2% |
| 6M | +162.8% | +9.6% | +153.2% | +155.4% |
| YTD | +136.2% | +24.0% | +112.2% | +121.7% |
| 1Y | +234.0% | +45.1% | +188.9% | +199.2% |
| 3Y | +376.7% | +22.5% | +354.2% | +343.3% |
| 5Y | +376.3% | +22.3% | +354.1% | +333.6% |
| 10Y | +8,017.8% | +62.0% | +7,955.9% | +6,555.0% |
| All | +8,017.8% | +62.5% | +7,955.3% | +6,555.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling