+57.5%
BMY vs AMC
-98.6%
+156.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.3% | -8.3% | 0.0% |
| 7D | -1.4% | +6.6% | -8.0% | -1.4% |
| 30D | +5.1% | +14.1% | -9.0% | +5.1% |
| 3M | -3.0% | +31.3% | -34.3% | -3.1% |
| 6M | +13.1% | +126.7% | -113.6% | +12.7% |
| YTD | +20.3% | +117.9% | -97.6% | +19.9% |
| 1Y | +39.0% | +41.1% | -2.1% | +38.7% |
| 3Y | +42.0% | -61.0% | +103.0% | +41.8% |
| 5Y | +28.5% | -99.1% | +127.7% | +28.5% |
| 10Y | +57.5% | -98.7% | +156.2% | +56.2% |
| All | +57.5% | -98.6% | +156.1% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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