+243.5%
BMY vs IBN
+1,532.9%
-1,289.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.8% |
| 7D | +0.4% | +1.4% | -1.0% | +0.2% |
| 30D | +5.0% | -0.3% | +5.3% | +5.0% |
| 3M | +19.4% | +17.1% | +2.3% | +17.0% |
| 6M | +9.5% | +3.4% | +6.1% | +9.0% |
| YTD | +28.1% | +2.5% | +25.5% | +27.5% |
| 1Y | +50.0% | -4.2% | +54.1% | +50.5% |
| 3Y | +24.1% | +32.4% | -8.3% | +19.0% |
| 5Y | +25.0% | +59.2% | -34.2% | +16.3% |
| 10Y | +68.7% | +345.7% | -277.0% | +33.7% |
| All | +243.5% | +1,532.9% | -1,289.5% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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