+60.1%
BMY vs ALL
+377.9%
-317.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.7% |
| 7D | +2.1% | +5.0% | -3.0% | +0.7% |
| 30D | +7.0% | +13.3% | -6.3% | +3.4% |
| 3M | -0.9% | +3.2% | -4.0% | -1.8% |
| 6M | +14.9% | +25.3% | -10.4% | +7.6% |
| YTD | +22.8% | +30.5% | -7.6% | +13.4% |
| 1Y | +36.2% | +29.2% | +7.0% | +26.1% |
| 3Y | +45.7% | +119.1% | -73.4% | +13.4% |
| 5Y | +31.3% | +162.6% | -131.3% | -6.4% |
| All | +60.1% | +377.9% | -317.9% | -5.7% |
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