+57.5%
BMY vs PAAS
+178.0%
-120.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.9% | -2.9% | -0.1% |
| 7D | -1.4% | +8.8% | -10.2% | -1.7% |
| 30D | +5.1% | -8.5% | +13.6% | +5.3% |
| 3M | -3.0% | -17.0% | +14.0% | -2.5% |
| 6M | +13.1% | -27.9% | +40.9% | +14.0% |
| YTD | +20.3% | -17.5% | +37.8% | +20.4% |
| 1Y | +39.0% | +22.8% | +16.2% | +37.1% |
| 3Y | +42.0% | +224.2% | -182.2% | +33.1% |
| 5Y | +28.5% | +73.6% | -45.1% | +22.7% |
| 10Y | +57.5% | +186.4% | -128.8% | +45.9% |
| All | +57.5% | +178.0% | -120.5% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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