+28.5%
BMY vs GEN
+27.3%
+1.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.4% | -0.3% | -1.1% | -1.3% |
| 30D | +5.1% | +28.2% | -23.1% | +1.6% |
| 3M | -3.0% | +2.6% | -5.6% | -3.6% |
| 6M | +13.1% | +32.7% | -19.6% | +7.9% |
| YTD | +20.3% | +11.3% | +9.1% | +18.0% |
| 1Y | +39.0% | +17.9% | +21.1% | +34.9% |
| 3Y | +42.0% | +66.3% | -24.3% | +32.1% |
| 5Y | +28.5% | +31.7% | -3.1% | +20.9% |
| All | +28.5% | +27.3% | +1.3% | +20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling