+64.6%
BMY vs NDAQ
+374.8%
-310.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | -0.2% |
| 7D | -4.8% | -1.6% | -3.2% | -4.4% |
| 30D | -0.7% | -1.5% | +0.8% | -0.3% |
| 3M | +15.3% | +8.0% | +7.3% | +12.5% |
| 6M | +8.5% | +7.7% | +0.8% | +5.8% |
| YTD | +23.4% | -2.3% | +25.8% | +23.3% |
| 1Y | +42.9% | +0.6% | +42.4% | +41.3% |
| 3Y | +22.0% | +90.9% | -69.0% | -2.4% |
| 5Y | +24.3% | +52.5% | -28.1% | +4.9% |
| 10Y | +64.6% | +380.3% | -315.7% | -9.1% |
| All | +64.6% | +374.8% | -310.2% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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