+337.5%
AMD vs BMY
+25.3%
+312.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.7% |
| 3M | -8.7% | +19.4% | -28.1% | -7.7% |
| 6M | +136.3% | +9.5% | +126.8% | +138.4% |
| YTD | +123.0% | +28.1% | +94.9% | +126.2% |
| 1Y | +195.2% | +50.0% | +145.2% | +200.8% |
| 3Y | +336.3% | +24.1% | +312.3% | +356.5% |
| All | +337.5% | +25.3% | +312.2% | +414.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling