-12.8%
AVGO vs BMY
+13.7%
-26.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.5% | +5.1% |
| 7D | +25.0% | -1.3% | +26.3% | +24.2% |
| 30D | +2.0% | +10.0% | -8.0% | +7.5% |
| 3M | -12.3% | -1.2% | -11.1% | -12.6% |
| 6M | -12.8% | +12.8% | -25.6% | -0.1% |
| All | -12.8% | +13.7% | -26.5% | -0.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling