+1,749.1%
BMY vs EAT
+11,644.8%
-9,895.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -1.9% |
| 7D | +0.4% | 0.0% | +0.3% | +0.4% |
| 30D | +5.0% | +1.9% | +3.1% | +4.7% |
| 3M | +19.4% | +68.7% | -49.3% | +13.3% |
| 6M | +9.5% | +66.9% | -57.4% | +3.6% |
| YTD | +28.1% | +60.4% | -32.3% | +21.4% |
| 1Y | +50.0% | +44.0% | +6.0% | +43.2% |
| 3Y | +24.1% | +604.7% | -580.6% | -0.7% |
| 5Y | +25.0% | +347.0% | -322.0% | +2.0% |
| 10Y | +68.7% | +390.8% | -322.1% | +25.1% |
| All | +1,749.1% | +11,644.8% | -9,895.6% | +621.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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