+60.7%
BMY vs NI
+143.3%
-82.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | -4.8% | 0.0% | -4.8% | -4.8% |
| 30D | -0.1% | -1.4% | +1.3% | +0.2% |
| 3M | +13.1% | -10.6% | +23.7% | +16.7% |
| 6M | +8.4% | -9.3% | +17.7% | +11.4% |
| YTD | +22.0% | +1.1% | +20.8% | +21.5% |
| 1Y | +40.3% | +3.4% | +36.9% | +38.7% |
| 3Y | +20.5% | +67.9% | -47.4% | +3.3% |
| 5Y | +23.7% | +98.0% | -74.2% | +0.4% |
| All | +60.7% | +143.3% | -82.5% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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