+45.7%
BMY vs FE
+50.7%
-5.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.4% |
| 7D | +2.1% | +1.2% | +0.8% | +1.7% |
| 30D | +7.0% | +4.5% | +2.5% | +5.5% |
| 3M | -0.9% | +1.3% | -2.2% | -1.3% |
| 6M | +14.9% | +8.7% | +6.3% | +11.8% |
| YTD | +22.8% | +9.2% | +13.6% | +19.3% |
| 1Y | +36.2% | +7.0% | +29.3% | +33.1% |
| 3Y | +45.7% | +51.4% | -5.7% | +25.1% |
| All | +45.7% | +50.7% | -5.0% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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