+386.3%
BMY vs MSCI
+2,756.4%
-2,370.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +0.4% | +0.4% | 0.0% | +0.3% |
| 30D | +5.0% | +0.6% | +4.5% | +4.9% |
| 3M | +19.4% | -7.1% | +26.5% | +20.7% |
| 6M | +9.5% | +0.8% | +8.7% | +8.8% |
| YTD | +28.1% | +1.0% | +27.1% | +26.8% |
| 1Y | +50.0% | +4.3% | +45.7% | +47.2% |
| 3Y | +24.1% | +9.9% | +14.1% | +19.0% |
| 5Y | +25.0% | -6.8% | +31.7% | +20.9% |
| 10Y | +68.7% | +614.7% | -546.0% | +2.6% |
| All | +386.3% | +2,756.4% | -2,370.1% | +110.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling