+29.8%
BMY vs FRSH
-72.5%
+102.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -4.8% | -6.6% | +1.8% | -4.6% |
| 30D | -0.1% | +2.1% | -2.2% | -0.2% |
| 3M | +13.1% | +29.0% | -15.9% | +12.4% |
| 6M | +8.4% | +48.6% | -40.2% | +7.2% |
| YTD | +22.0% | -2.9% | +24.9% | +21.9% |
| 1Y | +40.3% | -7.9% | +48.2% | +40.3% |
| 3Y | +20.5% | -46.5% | +67.0% | +21.2% |
| All | +29.8% | -72.5% | +102.4% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling