+272,232.7%
AMZN vs BMY
+429.8%
+271,802.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.9% |
| 7D | +2.8% | +2.1% | +0.8% | +2.1% |
| 30D | +5.0% | +7.0% | -2.0% | +2.4% |
| 3M | +0.6% | -0.9% | +1.4% | +0.5% |
| 6M | -1.3% | +14.9% | -16.2% | -6.5% |
| YTD | +15.5% | +22.8% | -7.3% | +6.3% |
| 1Y | +12.2% | +36.2% | -24.0% | -0.6% |
| 3Y | +87.0% | +45.7% | +41.3% | +55.6% |
| 5Y | +51.3% | +31.3% | +20.0% | +28.8% |
| 10Y | +621.7% | +60.6% | +561.1% | +443.0% |
| All | +272,232.7% | +429.8% | +271,802.9% | +64,088.2% |
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 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