+60.1%
BMY vs HDB
+63.5%
-3.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.7% |
| 7D | +2.1% | +2.7% | -0.7% | +1.6% |
| 30D | +7.0% | +14.1% | -7.1% | +4.6% |
| 3M | -0.9% | +11.8% | -12.7% | -2.9% |
| 6M | +14.9% | +8.2% | +6.8% | +13.0% |
| YTD | +22.8% | -29.3% | +52.1% | +29.4% |
| 1Y | +36.2% | -28.8% | +65.0% | +43.3% |
| 3Y | +45.7% | -7.5% | +53.2% | +44.8% |
| 5Y | +31.3% | -23.1% | +54.3% | +33.3% |
| All | +60.1% | +63.5% | -3.5% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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