+45.6%
BMY vs GEN
+20.2%
+25.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.0% | 0.0% | +3.8% |
| 7D | +6.0% | +26.9% | -20.9% | +4.5% |
| 30D | +9.1% | +38.6% | -29.5% | +7.4% |
| 3M | -2.6% | +9.7% | -12.3% | -2.9% |
| 6M | +13.1% | +58.9% | -45.8% | +10.1% |
| YTD | +23.0% | +15.3% | +7.7% | +29.6% |
| 1Y | +45.6% | +21.8% | +23.8% | +47.3% |
| All | +45.6% | +20.2% | +25.4% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling