+37.3%
BMY vs IRE
-97.8%
+135.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | 0.0% |
| 7D | -1.4% | -15.5% | +14.1% | -1.4% |
| 30D | +5.1% | -70.4% | +75.5% | +4.3% |
| 3M | -3.0% | -81.6% | +78.6% | -4.0% |
| 6M | +13.1% | -94.7% | +107.8% | +11.3% |
| YTD | +20.3% | -91.8% | +112.1% | +15.8% |
| All | +37.3% | -97.8% | +135.1% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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