+35.6%
BMY vs AMC
-71.5%
+107.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -1.6% |
| 7D | -0.5% | +2.6% | -3.2% | -0.6% |
| 30D | +4.1% | +9.0% | -4.9% | +3.9% |
| 3M | -2.1% | +22.2% | -24.3% | -2.5% |
| 6M | +12.2% | +91.5% | -79.3% | +10.4% |
| YTD | +20.3% | +101.3% | -81.0% | +18.0% |
| 1Y | +39.2% | +20.8% | +18.4% | +37.9% |
| 3Y | +35.6% | -71.3% | +106.9% | +52.8% |
| All | +35.6% | -71.5% | +107.0% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling