+30.9%
BMY vs BEN
+28.2%
+2.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.3% | +1.7% |
| 7D | +2.1% | +6.8% | -4.7% | +1.1% |
| 30D | +7.0% | +18.0% | -11.0% | +4.5% |
| 3M | -0.9% | +7.5% | -8.3% | -2.0% |
| 6M | +14.9% | +14.7% | +0.2% | +12.5% |
| YTD | +22.8% | +56.1% | -33.3% | +14.8% |
| 1Y | +36.2% | +69.6% | -33.4% | +25.9% |
| 3Y | +45.7% | +87.7% | -42.0% | +31.9% |
| All | +30.9% | +28.2% | +2.6% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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