+60.1%
BMY vs NDAQ
+471.8%
-411.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +1.9% | +1.8% |
| 7D | +2.1% | +1.3% | +0.8% | +1.7% |
| 30D | +7.0% | +18.0% | -11.0% | +2.2% |
| 3M | -0.9% | +11.5% | -12.4% | -4.0% |
| 6M | +14.9% | +21.1% | -6.1% | +8.5% |
| YTD | +22.8% | +12.8% | +10.0% | +17.7% |
| 1Y | +36.2% | +25.7% | +10.5% | +26.4% |
| 3Y | +45.7% | +116.8% | -71.1% | +12.9% |
| 5Y | +31.3% | +67.3% | -36.0% | +8.7% |
| All | +60.1% | +471.8% | -411.7% | -13.0% |
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