+9,703.6%
AMD vs BMY
+1,678.2%
+8,025.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -1.7% | -15.6% | -16.7% |
| 7D | -28.6% | +2.8% | -31.4% | -29.3% |
| 30D | -37.7% | +5.9% | -43.7% | -39.2% |
| 3M | -16.1% | -0.8% | -15.3% | -16.6% |
| 6M | +13.8% | +12.1% | +1.7% | +7.5% |
| YTD | +88.8% | +21.0% | +67.8% | +72.7% |
| 1Y | +57.8% | +40.4% | +17.3% | +36.5% |
| 3Y | +260.3% | +36.3% | +224.0% | +202.5% |
| 5Y | +196.6% | +29.3% | +167.3% | +148.9% |
| 10Y | +6,064.6% | +74.8% | +5,989.8% | +4,417.9% |
| All | +9,703.6% | +1,678.2% | +8,025.4% | +1,811.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling