+331.1%
AMD vs BMY
+24.3%
+306.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.9% | +6.6% | +4.6% |
| 7D | +2.6% | +0.4% | +2.2% | +2.6% |
| 30D | -0.9% | +5.0% | -5.9% | -0.6% |
| 3M | -8.7% | +19.4% | -28.1% | -7.4% |
| 6M | +136.3% | +9.5% | +126.8% | +139.1% |
| YTD | +123.0% | +28.1% | +94.9% | +127.3% |
| 1Y | +195.2% | +50.0% | +145.2% | +202.6% |
| All | +331.1% | +24.3% | +306.8% | +378.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling