+34.9%
BMY vs EMB
+0.7%
+34.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -2.0% | -0.4% | -1.6% | -1.6% |
| 30D | +9.3% | +1.5% | +7.7% | +7.8% |
| 3M | -0.1% | -1.6% | +1.5% | +1.3% |
| 6M | +15.5% | -1.5% | +17.0% | +16.9% |
| YTD | +21.8% | -0.1% | +21.9% | +23.0% |
| 1Y | +34.9% | +0.5% | +34.3% | +34.7% |
| All | +34.9% | +0.7% | +34.1% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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