+45.1%
BMY vs AR
+17.5%
+27.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -3.2% |
| 7D | -3.3% | -1.8% | -1.5% | -3.3% |
| 30D | 0.0% | +12.6% | -12.6% | -0.4% |
| 3M | +17.7% | +10.0% | +7.7% | +17.2% |
| 6M | +9.6% | +0.6% | +9.0% | +9.0% |
| YTD | +24.0% | +13.4% | +10.6% | +22.3% |
| 1Y | +45.1% | +21.7% | +23.4% | +42.0% |
| All | +45.1% | +17.5% | +27.6% | +42.0% |
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