+357.3%
AMD vs BMY
+44.8%
+312.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.8% | -10.5% | -8.5% |
| 7D | +18.9% | +2.1% | +16.9% | +19.3% |
| 30D | -6.4% | +7.0% | -13.4% | -5.5% |
| 3M | +10.6% | -0.9% | +11.4% | +11.0% |
| 6M | +19.9% | +14.9% | +4.9% | +22.0% |
| YTD | +149.4% | +22.8% | +126.5% | +155.3% |
| 1Y | +115.4% | +36.2% | +79.1% | +121.3% |
| 3Y | +357.3% | +45.7% | +311.6% | +411.5% |
| All | +357.3% | +44.8% | +312.5% | +411.5% |
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