+57.3%
BMY vs NDAQ
+472.7%
-415.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -1.3% | +1.7% | -3.0% | -1.8% |
| 30D | +10.0% | +16.2% | -6.3% | +5.4% |
| 3M | -1.2% | +14.0% | -15.1% | -4.8% |
| 6M | +12.8% | +22.3% | -9.5% | +6.2% |
| YTD | +20.7% | +13.0% | +7.7% | +15.6% |
| 1Y | +32.6% | +24.0% | +8.6% | +23.5% |
| 3Y | +41.8% | +117.1% | -75.2% | +9.9% |
| 5Y | +29.0% | +67.5% | -38.6% | +6.8% |
| All | +57.3% | +472.7% | -415.5% | -14.6% |
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