+1,655.9%
BMY vs GEN
+8,652.2%
-6,996.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.0% |
| 7D | +1.8% | +1.0% | +0.8% | +1.7% |
| 30D | +6.2% | +29.1% | -22.9% | +3.9% |
| 3M | -2.1% | +2.9% | -5.1% | -2.6% |
| 6M | +14.3% | +33.6% | -19.4% | +11.1% |
| YTD | +21.6% | +12.0% | +9.6% | +19.6% |
| 1Y | +38.8% | +16.2% | +22.6% | +36.1% |
| 3Y | +42.9% | +65.1% | -22.1% | +35.8% |
| 5Y | +30.1% | +33.3% | -3.2% | +24.8% |
| 10Y | +58.2% | +149.7% | -91.5% | +41.6% |
| All | +1,655.9% | +8,652.2% | -6,996.3% | +890.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling