+50.0%
BMY vs AR
+22.7%
+27.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | +0.4% | +2.5% | -2.1% | +0.3% |
| 30D | +5.0% | +14.8% | -9.8% | +4.5% |
| 3M | +19.4% | +6.2% | +13.2% | +18.9% |
| 6M | +9.5% | +4.3% | +5.2% | +8.7% |
| YTD | +28.1% | +14.4% | +13.7% | +26.3% |
| 1Y | +50.0% | +21.3% | +28.6% | +47.2% |
| All | +50.0% | +22.7% | +27.3% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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