+59.5%
BMY vs FND
+54.9%
+4.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.9% |
| 7D | -6.4% | -5.1% | -1.3% | -5.8% |
| 30D | +0.2% | -22.5% | +22.7% | +3.1% |
| 3M | +16.0% | -5.0% | +21.0% | +16.1% |
| 6M | +8.3% | -21.5% | +29.9% | +10.5% |
| YTD | +22.2% | -23.0% | +45.2% | +24.6% |
| 1Y | +41.7% | -44.9% | +86.6% | +49.9% |
| 3Y | +20.7% | -50.0% | +70.7% | +27.1% |
| 5Y | +23.9% | -63.3% | +87.3% | +31.9% |
| All | +59.5% | +54.9% | +4.6% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling