+711.1%
AVGO vs BMY
+22.7%
+688.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.2% |
| 7D | -0.8% | -4.8% | +4.0% | -1.2% |
| 30D | -13.7% | -0.7% | -13.1% | -13.8% |
| 3M | -6.9% | +15.3% | -22.3% | -5.7% |
| 6M | +5.8% | +8.5% | -2.8% | +7.1% |
| YTD | +5.7% | +23.4% | -17.8% | +7.6% |
| 1Y | +9.0% | +42.9% | -33.9% | +11.8% |
| 3Y | +340.5% | +22.0% | +318.6% | +372.1% |
| 5Y | +711.1% | +24.3% | +686.7% | +838.8% |
| All | +711.1% | +22.7% | +688.4% | +838.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling