+59.4%
BE vs BMY
+32.8%
+26.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -4.1% |
| 7D | +20.5% | -1.3% | +21.8% | +19.7% |
| 30D | -23.4% | +10.0% | -33.3% | -18.5% |
| 3M | -14.9% | -1.2% | -13.7% | -14.3% |
| 6M | -28.1% | +12.8% | -40.9% | -19.8% |
| YTD | +132.4% | +20.7% | +111.7% | +166.9% |
| 1Y | +59.4% | +32.6% | +26.7% | +88.3% |
| All | +59.4% | +32.8% | +26.5% | +88.3% |
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