+41.7%
BMY vs NDAQ
-1.8%
+43.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.7% |
| 7D | -6.4% | -6.8% | +0.4% | -5.4% |
| 30D | +0.2% | -3.2% | +3.4% | +0.7% |
| 3M | +16.0% | +6.5% | +9.5% | +15.2% |
| 6M | +8.3% | +5.7% | +2.6% | +7.7% |
| YTD | +22.2% | -4.6% | +26.8% | +23.7% |
| 1Y | +41.7% | -1.6% | +43.3% | +40.6% |
| All | +41.7% | -1.8% | +43.5% | +40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling