+24.3%
BMY vs PINS
-66.4%
+90.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.2% | +8.8% | -0.1% |
| 7D | -4.8% | -13.9% | +9.1% | -4.3% |
| 30D | -0.7% | -25.0% | +24.3% | +0.3% |
| 3M | +15.3% | -16.6% | +31.9% | +16.0% |
| 6M | +8.5% | -7.0% | +15.5% | +8.7% |
| YTD | +23.4% | -29.4% | +52.8% | +24.9% |
| 1Y | +42.9% | -49.9% | +92.8% | +46.4% |
| 3Y | +22.0% | -33.6% | +55.6% | +21.9% |
| 5Y | +24.3% | -66.8% | +91.2% | +25.0% |
| All | +24.3% | -66.4% | +90.7% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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