-36.3%
BABA vs BMY
+38.4%
-74.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | -3.6% | -2.0% | -1.6% | -3.5% |
| 30D | -8.4% | +9.3% | -17.6% | -8.6% |
| 3M | -20.6% | -0.1% | -20.5% | -20.7% |
| 6M | -25.4% | +15.5% | -40.8% | -26.6% |
| YTD | -30.1% | +21.8% | -51.9% | -30.3% |
| 1Y | -36.3% | +34.9% | -71.2% | -37.9% |
| All | -36.3% | +38.4% | -74.7% | -37.9% |
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