+60.1%
BMY vs ED
+147.1%
-87.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.3% |
| 7D | +2.1% | +2.1% | 0.0% | +1.4% |
| 30D | +7.0% | +10.4% | -3.4% | +3.7% |
| 3M | -0.9% | +12.5% | -13.4% | -4.5% |
| 6M | +14.9% | +14.9% | 0.0% | +9.9% |
| YTD | +22.8% | +24.8% | -2.0% | +14.4% |
| 1Y | +36.2% | +23.8% | +12.4% | +27.2% |
| 3Y | +45.7% | +51.6% | -6.0% | +27.0% |
| 5Y | +31.3% | +86.4% | -55.2% | +6.8% |
| All | +60.1% | +147.1% | -87.0% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling