+1,690.2%
BMY vs BEN
+4,901.8%
-3,211.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | -3.3% | +4.7% | -8.0% | -4.4% |
| 30D | 0.0% | +2.6% | -2.7% | -0.7% |
| 3M | +17.7% | +11.5% | +6.2% | +14.7% |
| 6M | +9.6% | +35.3% | -25.7% | +1.8% |
| YTD | +24.0% | +48.6% | -24.7% | +12.5% |
| 1Y | +45.1% | +46.7% | -1.6% | +31.8% |
| 3Y | +22.5% | +57.0% | -34.5% | +7.5% |
| 5Y | +22.3% | +41.8% | -19.5% | +6.8% |
| 10Y | +62.0% | +55.2% | +6.7% | +31.2% |
| All | +1,690.2% | +4,901.8% | -3,211.6% | +550.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling