+195.5%
AMGN vs BBY
+252.7%
-57.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.1% | -4.4% | -1.9% |
| 7D | -13.7% | +0.6% | -14.3% | -13.8% |
| 30D | -8.8% | +9.4% | -18.2% | -10.3% |
| 3M | +7.2% | +19.3% | -12.1% | +3.7% |
| 6M | +1.3% | +47.9% | -46.7% | -6.1% |
| YTD | +17.6% | +39.6% | -21.9% | +9.9% |
| 1Y | +37.2% | +22.2% | +15.0% | +31.0% |
| 3Y | +57.7% | +45.0% | +12.8% | +42.6% |
| 5Y | +106.3% | +2.6% | +103.7% | +94.0% |
| All | +195.5% | +252.7% | -57.1% | +119.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling