+50.1%
BMY vs IRE
-82.8%
+133.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +10.2% | -13.4% | -3.1% |
| 7D | -3.3% | +58.9% | -62.2% | -3.0% |
| 30D | 0.0% | +17.2% | -17.2% | +0.1% |
| 3M | +17.7% | -58.6% | +76.3% | +17.3% |
| 6M | +9.6% | -23.5% | +33.1% | +9.2% |
| YTD | +24.0% | -47.4% | +71.4% | +21.9% |
| All | +50.1% | -82.8% | +133.0% | +49.0% |
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