+553.0%
AMZN vs BMY
+64.0%
+489.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | -2.7% | -6.4% | +3.7% | -1.6% |
| 30D | -7.5% | +0.2% | -7.7% | -7.5% |
| 3M | +5.8% | +16.0% | -10.1% | +3.1% |
| 6M | +17.5% | +8.3% | +9.2% | +15.7% |
| YTD | +9.1% | +22.2% | -13.1% | +5.0% |
| 1Y | +9.4% | +41.7% | -32.3% | +2.1% |
| 3Y | +82.2% | +20.7% | +61.5% | +73.6% |
| 5Y | +45.2% | +23.9% | +21.3% | +36.2% |
| All | +553.0% | +64.0% | +489.0% | +473.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling