+36.2%
BMY vs AG
+7.9%
+28.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +1.8% |
| 7D | +2.1% | -10.0% | +12.0% | +2.1% |
| 30D | +7.0% | -10.5% | +17.5% | +7.0% |
| 3M | -0.9% | -27.3% | +26.4% | -0.7% |
| 6M | +14.9% | -43.0% | +57.9% | +15.5% |
| YTD | +22.8% | -17.9% | +40.7% | +24.4% |
| 1Y | +36.2% | +11.9% | +24.3% | +39.3% |
| All | +36.2% | +7.9% | +28.4% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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