+1,690.2%
BMY vs NI
+5,156.7%
-3,466.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.2% | -4.4% | -3.6% |
| 7D | -3.3% | +2.3% | -5.6% | -4.0% |
| 30D | 0.0% | -1.7% | +1.6% | +0.4% |
| 3M | +17.7% | -8.0% | +25.7% | +20.7% |
| 6M | +9.6% | -8.6% | +18.3% | +12.6% |
| YTD | +24.0% | +2.3% | +21.6% | +22.9% |
| 1Y | +45.1% | +6.9% | +38.2% | +41.7% |
| 3Y | +22.5% | +70.6% | -48.1% | +2.7% |
| 5Y | +22.3% | +96.4% | -74.1% | -2.9% |
| 10Y | +62.0% | +136.1% | -74.2% | +16.7% |
| All | +1,690.2% | +5,156.7% | -3,466.5% | +335.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling