+336.1%
BMY vs IBKR
+1,349.8%
-1,013.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.6% |
| 7D | -4.8% | -1.3% | -3.4% | -4.5% |
| 30D | -0.1% | -0.2% | +0.1% | -0.2% |
| 3M | +13.1% | +3.0% | +10.2% | +11.9% |
| 6M | +8.4% | +33.9% | -25.5% | +1.9% |
| YTD | +22.0% | +42.5% | -20.5% | +12.9% |
| 1Y | +40.3% | +44.9% | -4.6% | +28.9% |
| 3Y | +20.5% | +293.0% | -272.5% | -11.5% |
| 5Y | +23.7% | +497.7% | -473.9% | -18.8% |
| 10Y | +62.6% | +1,004.4% | -941.8% | -11.0% |
| All | +336.1% | +1,349.8% | -1,013.7% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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