+20.7%
BMY vs ONON
-10.5%
+31.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.0% |
| 7D | -6.4% | -5.3% | -1.0% | -6.2% |
| 30D | +0.2% | -13.1% | +13.4% | +0.7% |
| 3M | +16.0% | -29.3% | +45.3% | +17.2% |
| 6M | +8.3% | -34.5% | +42.9% | +9.6% |
| YTD | +22.2% | -42.2% | +64.4% | +23.9% |
| 1Y | +41.7% | -37.3% | +79.0% | +43.2% |
| All | +20.7% | -10.5% | +31.2% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 3y: compounded portfolio wealth divided by compounded ONON 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…
3y analysis · Full analysis span regression · 6 months rolling