+1,682.5%
BMY vs BBY
+73,712.5%
-72,030.0%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | -0.3% |
| 7D | -4.8% | +1.2% | -6.0% | -4.9% |
| 30D | -0.7% | +6.8% | -7.5% | -1.3% |
| 3M | +15.3% | +18.7% | -3.4% | +13.4% |
| 6M | +8.5% | +37.3% | -28.8% | +5.0% |
| YTD | +23.4% | +35.3% | -11.9% | +19.5% |
| 1Y | +42.9% | +20.7% | +22.3% | +39.6% |
| 3Y | +22.0% | +39.4% | -17.5% | +16.4% |
| 5Y | +24.3% | -1.5% | +25.8% | +20.9% |
| 10Y | +64.6% | +239.8% | -175.2% | +40.5% |
| All | +1,682.5% | +73,712.5% | -72,030.0% | +888.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 all: compounded portfolio wealth divided by compounded BBY 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…
all analysis · Full analysis span regression · 6 months rolling