+12.2%
AMZN vs BMY
+35.2%
-22.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.4% |
| 7D | +2.8% | +2.1% | +0.8% | +2.7% |
| 30D | +5.0% | +7.0% | -2.0% | +4.4% |
| 3M | +0.6% | -0.9% | +1.4% | +0.9% |
| 6M | -1.3% | +14.9% | -16.2% | -1.6% |
| YTD | +15.5% | +22.8% | -7.3% | +14.9% |
| 1Y | +12.2% | +36.2% | -24.0% | +10.9% |
| All | +12.2% | +35.2% | -22.9% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling