+263,909.3%
AMZN vs BMY
+452.4%
+263,457.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.5% |
| 7D | -3.0% | +0.4% | -3.3% | -3.1% |
| 30D | -5.2% | +5.0% | -10.2% | -6.8% |
| 3M | +1.9% | +19.4% | -17.5% | -4.4% |
| 6M | +19.2% | +9.5% | +9.7% | +15.0% |
| YTD | +12.0% | +28.1% | -16.1% | +2.0% |
| 1Y | +9.7% | +50.0% | -40.3% | -5.9% |
| 3Y | +87.2% | +24.1% | +63.1% | +65.8% |
| 5Y | +48.7% | +25.0% | +23.7% | +29.5% |
| 10Y | +569.3% | +68.7% | +500.7% | +394.3% |
| All | +263,909.3% | +452.4% | +263,457.0% | +61,476.8% |
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