+30.9%
BMY vs AMC
-99.2%
+130.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.7% | +4.5% | +1.8% |
| 7D | +2.1% | +3.5% | -1.4% | +2.0% |
| 30D | +7.0% | +12.5% | -5.5% | +6.8% |
| 3M | -0.9% | +23.6% | -24.4% | -1.2% |
| 6M | +14.9% | +144.4% | -129.4% | +13.4% |
| YTD | +22.8% | +108.3% | -85.5% | +21.3% |
| 1Y | +36.2% | +38.9% | -2.7% | +35.1% |
| 3Y | +45.7% | -58.9% | +104.5% | +45.3% |
| All | +30.9% | -99.2% | +130.1% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling