+79.6%
AMZN vs BMY
+22.6%
+56.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.5% |
| 7D | +0.8% | -3.3% | +4.1% | +0.9% |
| 30D | -6.4% | 0.0% | -6.3% | -6.4% |
| 3M | +4.8% | +17.7% | -12.9% | +4.7% |
| 6M | +20.5% | +9.6% | +10.9% | +20.4% |
| YTD | +11.3% | +24.0% | -12.7% | +11.3% |
| 1Y | +9.0% | +45.1% | -36.1% | +9.1% |
| All | +79.6% | +22.6% | +56.9% | +83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling