+65.3%
BMY vs ALL
+358.9%
-293.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.5% |
| 7D | -3.3% | -1.7% | -1.6% | -2.9% |
| 30D | 0.0% | -4.7% | +4.6% | +1.2% |
| 3M | +17.7% | +18.4% | -0.6% | +12.2% |
| 6M | +9.6% | +20.5% | -10.9% | +3.8% |
| YTD | +24.0% | +23.5% | +0.4% | +16.3% |
| 1Y | +45.1% | +29.0% | +16.1% | +34.2% |
| 3Y | +22.5% | +153.7% | -131.2% | -8.9% |
| 5Y | +22.3% | +114.8% | -92.5% | -6.5% |
| All | +65.3% | +358.9% | -293.6% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling