+59.0%
BMY vs GEN
+151.3%
-92.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.0% |
| 7D | +1.8% | +1.0% | +0.8% | +1.6% |
| 30D | +6.2% | +29.1% | -22.9% | +2.7% |
| 3M | -2.1% | +2.9% | -5.1% | -2.9% |
| 6M | +14.3% | +33.6% | -19.4% | +9.2% |
| YTD | +21.6% | +12.0% | +9.6% | +18.7% |
| 1Y | +38.8% | +16.2% | +22.6% | +34.8% |
| 3Y | +42.9% | +65.1% | -22.1% | +32.2% |
| 5Y | +30.1% | +33.3% | -3.2% | +21.9% |
| All | +59.0% | +151.3% | -92.3% | +34.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling