+23.9%
BMY vs MO
+99.2%
-75.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.4% | -1.4% |
| 7D | -6.4% | -1.0% | -5.4% | -6.1% |
| 30D | +0.2% | +5.8% | -5.6% | -1.3% |
| 3M | +16.0% | -4.5% | +20.5% | +16.9% |
| 6M | +8.3% | +5.7% | +2.6% | +6.0% |
| YTD | +22.2% | +23.1% | -0.9% | +14.4% |
| 1Y | +41.7% | +10.9% | +30.8% | +36.6% |
| 3Y | +20.7% | +96.1% | -75.4% | -4.4% |
| 5Y | +23.9% | +100.1% | -76.1% | -4.8% |
| All | +23.9% | +99.2% | -75.3% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 5y: compounded portfolio wealth divided by compounded MO 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…
5y analysis · Full analysis span regression · 6 months rolling