-35.3%
BABA vs BMY
+45.9%
-81.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.0% | +0.9% | +4.7% |
| 7D | +4.3% | +6.0% | -1.7% | +4.1% |
| 30D | -5.0% | +9.1% | -14.1% | -5.2% |
| 3M | -18.4% | -2.6% | -15.8% | -18.3% |
| 6M | -20.3% | +13.1% | -33.4% | -20.9% |
| YTD | -27.5% | +23.0% | -50.5% | -27.2% |
| 1Y | -35.3% | +45.6% | -80.9% | -36.4% |
| All | -35.3% | +45.9% | -81.2% | -36.4% |
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