+45.7%
BMY vs EWT
+157.5%
-111.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.6% | +1.8% |
| 7D | +2.1% | +9.1% | -7.0% | +2.0% |
| 30D | +7.0% | -12.2% | +19.2% | +7.1% |
| 3M | -0.9% | -9.4% | +8.5% | -0.9% |
| 6M | +14.9% | +2.7% | +12.3% | +13.6% |
| YTD | +22.8% | +53.3% | -30.5% | +17.7% |
| 1Y | +36.2% | +59.2% | -22.9% | +30.2% |
| 3Y | +45.7% | +157.1% | -111.4% | +31.5% |
| All | +45.7% | +157.5% | -111.8% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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