+40.3%
BMY vs KVUE
+1.1%
+39.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -4.8% | -5.1% | +0.4% | -4.0% |
| 30D | -0.1% | -6.3% | +6.2% | +0.9% |
| 3M | +13.1% | -0.5% | +13.6% | +13.3% |
| 6M | +8.4% | +3.1% | +5.3% | +7.9% |
| YTD | +22.0% | +6.7% | +15.3% | +21.2% |
| 1Y | +40.3% | -1.1% | +41.4% | +38.0% |
| All | +40.3% | +1.1% | +39.2% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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