+36.2%
BMY vs LTH
+79.8%
-43.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.2% | -0.4% | +1.6% |
| 7D | +2.1% | -1.3% | +3.3% | +2.2% |
| 30D | +7.0% | +15.7% | -8.7% | +5.9% |
| 3M | -0.9% | +5.0% | -5.9% | -1.5% |
| 6M | +14.9% | +37.7% | -22.7% | +12.9% |
| YTD | +22.8% | +75.0% | -52.2% | +18.7% |
| 1Y | +36.2% | +82.6% | -46.4% | +30.1% |
| All | +36.2% | +79.8% | -43.5% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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