+45.1%
BMY vs AMC
-6.9%
+52.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -3.2% |
| 7D | -3.3% | -0.8% | -2.6% | -3.3% |
| 30D | 0.0% | -1.2% | +1.1% | -0.1% |
| 3M | +17.7% | +42.2% | -24.5% | +17.5% |
| 6M | +9.6% | +118.8% | -109.2% | +8.3% |
| YTD | +24.0% | +64.1% | -40.1% | +23.4% |
| 1Y | +45.1% | -9.5% | +54.6% | +42.2% |
| All | +45.1% | -6.9% | +52.0% | +42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling