+25.8%
BMY vs P
+276.6%
-250.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.3% | -1.8% |
| 7D | +0.4% | +6.5% | -6.2% | +0.6% |
| 30D | +5.0% | +18.8% | -13.8% | +5.6% |
| 3M | +19.4% | +26.7% | -7.4% | +20.5% |
| 6M | +9.5% | +62.2% | -52.6% | +11.2% |
| YTD | +28.1% | +48.5% | -20.4% | +29.9% |
| 1Y | +50.0% | +26.4% | +23.6% | +51.4% |
| 3Y | +24.1% | +159.4% | -135.3% | +24.1% |
| All | +25.8% | +276.6% | -250.9% | +22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling