+1,682.5%
BMY vs EQT
+2,977.0%
-1,294.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | -4.8% | -2.0% | -2.8% | -4.5% |
| 30D | -0.7% | +1.0% | -1.7% | -0.8% |
| 3M | +15.3% | +4.0% | +11.3% | +14.6% |
| 6M | +8.5% | -11.7% | +20.2% | +10.1% |
| YTD | +23.4% | +2.8% | +20.6% | +22.5% |
| 1Y | +42.9% | +10.0% | +32.9% | +40.3% |
| 3Y | +22.0% | +34.1% | -12.2% | +14.4% |
| 5Y | +24.3% | +195.3% | -170.9% | -0.6% |
| 10Y | +64.6% | +51.6% | +13.0% | +34.2% |
| All | +1,682.5% | +2,977.0% | -1,294.5% | +651.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling