+45.7%
BMY vs P
+197.6%
-151.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +1.7% |
| 7D | +2.1% | +11.6% | -9.5% | +2.7% |
| 30D | +7.0% | -23.7% | +30.7% | +5.6% |
| 3M | -0.9% | -8.0% | +7.1% | -1.0% |
| 6M | +14.9% | +27.9% | -13.0% | +17.3% |
| YTD | +22.8% | +61.2% | -38.3% | +27.0% |
| 1Y | +36.2% | +28.6% | +7.6% | +39.3% |
| 3Y | +45.7% | +200.5% | -154.8% | +53.5% |
| All | +45.7% | +197.6% | -151.9% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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