+47.5%
BMY vs AHR
+356.1%
-308.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -4.8% | -2.1% | -2.7% | -4.4% |
| 30D | -0.1% | +1.9% | -2.0% | -0.4% |
| 3M | +13.1% | +15.7% | -2.6% | +10.4% |
| 6M | +8.4% | +2.5% | +5.9% | +7.6% |
| YTD | +22.0% | +15.0% | +7.0% | +18.9% |
| 1Y | +40.3% | +28.1% | +12.2% | +34.1% |
| All | +47.5% | +356.1% | -308.6% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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