+32.6%
BMY vs B
+7.9%
+24.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | -1.3% | -6.2% | +4.9% | -1.0% |
| 30D | +10.0% | -6.6% | +16.6% | +10.1% |
| 3M | -1.2% | -7.9% | +6.7% | -0.9% |
| 6M | +12.8% | -16.8% | +29.6% | +13.6% |
| YTD | +20.7% | -11.7% | +32.3% | +19.1% |
| 1Y | +32.6% | +3.5% | +29.1% | +28.6% |
| All | +32.6% | +7.9% | +24.7% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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