+29.0%
BMY vs MDLN
+4.5%
+24.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.4% | +3.7% | -3.4% | -0.3% |
| 30D | +5.0% | -0.2% | +5.2% | +4.9% |
| 3M | +19.4% | +6.2% | +13.2% | +18.4% |
| 6M | +9.5% | -14.7% | +24.2% | +11.4% |
| YTD | +28.1% | -12.9% | +40.9% | +29.6% |
| All | +29.0% | +4.5% | +24.5% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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