+40.3%
BMY vs HL
+82.6%
-42.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.2% |
| 7D | -4.8% | -4.4% | -0.4% | -4.7% |
| 30D | -0.1% | +9.3% | -9.4% | -0.1% |
| 3M | +13.1% | +32.0% | -18.9% | +13.0% |
| 6M | +8.4% | -6.4% | +14.8% | +8.5% |
| YTD | +22.0% | +3.1% | +18.8% | +21.2% |
| 1Y | +40.3% | +77.6% | -37.3% | +35.5% |
| All | +40.3% | +82.6% | -42.3% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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