+49.2%
BMY vs AHR
+357.7%
-308.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | -4.8% | -4.3% | -0.5% | -4.1% |
| 30D | -0.7% | -3.1% | +2.4% | -0.2% |
| 3M | +15.3% | +15.7% | -0.3% | +12.5% |
| 6M | +8.5% | +4.1% | +4.5% | +7.5% |
| YTD | +23.4% | +15.4% | +8.0% | +20.2% |
| 1Y | +42.9% | +28.0% | +15.0% | +36.6% |
| All | +49.2% | +357.7% | -308.5% | +12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling