+34.6%
BMY vs ACI
-21.9%
+56.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +0.9% |
| 7D | +1.8% | -0.6% | +2.4% | +1.8% |
| 30D | +6.2% | +9.5% | -3.3% | +5.7% |
| 3M | -2.1% | +10.1% | -12.2% | -2.6% |
| 6M | +14.3% | -15.4% | +29.6% | +14.8% |
| YTD | +21.6% | -19.5% | +41.2% | +23.9% |
| All | +34.6% | -21.9% | +56.5% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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