-6.8%
AVGO vs BMY
+45.9%
-52.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.0% | -6.0% | -0.9% |
| 7D | -7.5% | +6.0% | -13.5% | -5.9% |
| 30D | -10.2% | +9.1% | -19.4% | -7.9% |
| 3M | -22.0% | -2.6% | -19.4% | -22.2% |
| 6M | -21.6% | +13.1% | -34.7% | -17.5% |
| YTD | -5.4% | +23.0% | -28.5% | -0.8% |
| 1Y | -6.8% | +45.6% | -52.4% | -5.6% |
| All | -6.8% | +45.9% | -52.7% | -5.6% |
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