+20.7%
BMY vs EQT
+34.2%
-13.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -6.4% | -1.2% | -5.2% | -6.3% |
| 30D | +0.2% | +1.1% | -0.9% | +0.2% |
| 3M | +16.0% | +4.8% | +11.2% | +15.6% |
| 6M | +8.3% | -10.6% | +18.9% | +8.7% |
| YTD | +22.2% | +3.4% | +18.7% | +21.8% |
| 1Y | +41.7% | +8.7% | +33.0% | +41.2% |
| All | +20.7% | +34.2% | -13.4% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 3y: compounded portfolio wealth divided by compounded EQT 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…
3y analysis · Full analysis span regression · 6 months rolling