+1,659.2%
BE vs BMY
+42.9%
+1,616.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.4% | -4.1% |
| 7D | -13.4% | +1.8% | -15.1% | -13.0% |
| 30D | -33.9% | +6.2% | -40.1% | -32.8% |
| 3M | -12.0% | -2.1% | -9.8% | -11.8% |
| 6M | -29.0% | +14.3% | -43.2% | -26.4% |
| YTD | +113.4% | +21.6% | +91.8% | +122.3% |
| 1Y | +33.2% | +38.8% | -5.6% | +40.0% |
| 3Y | +1,659.2% | +42.9% | +1,616.3% | +1,767.0% |
| All | +1,659.2% | +42.9% | +1,616.3% | +1,767.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling