+1,460.4%
BMY vs ALL
+3,667.9%
-2,207.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.5% | -1.5% |
| 7D | +0.4% | 0.0% | +0.3% | +0.4% |
| 30D | +5.0% | -1.5% | +6.5% | +5.4% |
| 3M | +19.4% | +23.6% | -4.2% | +12.7% |
| 6M | +9.5% | +22.3% | -12.8% | +3.6% |
| YTD | +28.1% | +26.5% | +1.5% | +19.8% |
| 1Y | +50.0% | +27.0% | +23.0% | +39.9% |
| 3Y | +24.1% | +149.6% | -125.5% | -4.4% |
| 5Y | +25.0% | +118.1% | -93.1% | -2.1% |
| 10Y | +68.7% | +369.0% | -300.3% | +5.8% |
| All | +1,460.4% | +3,667.9% | -2,207.5% | +486.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling