+199.0%
AMD vs BMY
+27.8%
+171.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.6% | +12.6% | +10.9% |
| 7D | -11.0% | -0.5% | -10.5% | -11.1% |
| 30D | -30.5% | +4.1% | -34.6% | -30.1% |
| 3M | -8.2% | -2.1% | -6.1% | -8.1% |
| 6M | +6.6% | +12.2% | -5.6% | +7.6% |
| YTD | +109.7% | +20.3% | +89.3% | +112.4% |
| 1Y | +88.9% | +39.2% | +49.7% | +91.9% |
| 3Y | +301.8% | +35.6% | +266.2% | +320.0% |
| All | +199.0% | +27.8% | +171.2% | +261.0% |
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 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