+61.0%
BMY vs PAAS
+232.4%
-171.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.2% | -0.9% |
| 7D | -6.4% | -3.7% | -2.7% | -6.3% |
| 30D | +0.2% | -1.9% | +2.1% | +0.2% |
| 3M | +16.0% | +15.1% | +0.9% | +15.3% |
| 6M | +8.3% | -17.1% | +25.4% | +8.7% |
| YTD | +22.2% | -1.3% | +23.5% | +21.7% |
| 1Y | +41.7% | +41.1% | +0.6% | +39.2% |
| 3Y | +20.7% | +244.2% | -223.5% | +13.3% |
| 5Y | +23.9% | +120.8% | -96.9% | +17.6% |
| All | +61.0% | +232.4% | -171.4% | +47.4% |
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