+35.6%
BMY vs PAAS
+182.2%
-146.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.0% | -1.6% |
| 7D | -0.5% | +8.4% | -8.9% | -0.6% |
| 30D | +4.1% | -7.2% | +11.3% | +4.1% |
| 3M | -2.1% | -14.0% | +11.9% | -2.1% |
| 6M | +12.2% | -26.8% | +39.0% | +12.2% |
| YTD | +20.3% | -19.8% | +40.1% | +20.3% |
| 1Y | +39.2% | +22.8% | +16.3% | +39.1% |
| 3Y | +35.6% | +183.6% | -148.1% | +28.8% |
| All | +35.6% | +182.2% | -146.6% | +28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling