+37.3%
BMY vs LII
-28.3%
+65.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.2% |
| 7D | -1.4% | -1.2% | -0.2% | -1.3% |
| 30D | +5.1% | -2.0% | +7.1% | +5.3% |
| 3M | -3.0% | -20.2% | +17.2% | -1.5% |
| 6M | +13.1% | -32.5% | +45.6% | +15.8% |
| YTD | +20.3% | -27.4% | +47.7% | +20.4% |
| All | +37.3% | -28.3% | +65.7% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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