+62.0%
BMY vs MSCI
+594.9%
-532.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.8% | +0.6% | -2.5% |
| 7D | -3.3% | -2.1% | -1.3% | -3.0% |
| 30D | 0.0% | -1.7% | +1.7% | +0.2% |
| 3M | +17.7% | -8.2% | +25.9% | +19.2% |
| 6M | +9.6% | -2.4% | +12.1% | +9.6% |
| YTD | +24.0% | -2.8% | +26.8% | +23.6% |
| 1Y | +45.1% | -2.7% | +47.8% | +44.4% |
| 3Y | +22.5% | +7.3% | +15.2% | +18.0% |
| 5Y | +22.3% | -11.4% | +33.7% | +20.4% |
| 10Y | +62.0% | +605.8% | -543.9% | -4.3% |
| All | +62.0% | +594.9% | -532.9% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling