+32.6%
BMY vs BN
-9.6%
+42.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | -1.3% | -0.3% | -1.0% | -1.2% |
| 30D | +10.0% | +13.6% | -3.6% | +7.6% |
| 3M | -1.2% | -6.7% | +5.5% | -0.6% |
| 6M | +12.8% | -9.0% | +21.8% | +13.6% |
| YTD | +20.7% | -8.8% | +29.5% | +18.8% |
| 1Y | +32.6% | -10.6% | +43.2% | +30.9% |
| All | +32.6% | -9.6% | +42.2% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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