+273.9%
AMD vs BMY
+31.5%
+242.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | +13.1% | -2.0% | +15.1% | +12.9% |
| 30D | -7.0% | +9.3% | -16.2% | -6.2% |
| 3M | +16.6% | -0.1% | +16.6% | +16.8% |
| 6M | +20.5% | +15.5% | +5.0% | +21.8% |
| YTD | +158.2% | +21.8% | +136.4% | +161.8% |
| 1Y | +132.8% | +34.9% | +97.9% | +136.4% |
| 3Y | +366.2% | +43.2% | +323.0% | +387.4% |
| All | +273.9% | +31.5% | +242.3% | +358.1% |
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