+42.9%
BMY vs PL
+570.0%
-527.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.1% |
| 7D | +1.8% | +5.6% | -3.9% | +1.6% |
| 30D | +6.2% | -16.9% | +23.2% | +6.6% |
| 3M | -2.1% | -38.2% | +36.1% | -1.2% |
| 6M | +14.3% | -63.4% | +77.7% | +16.3% |
| YTD | +21.6% | -27.6% | +49.2% | +21.2% |
| 1Y | +38.8% | +6.6% | +32.2% | +36.5% |
| 3Y | +42.9% | +557.6% | -514.7% | +24.5% |
| All | +42.9% | +570.0% | -527.0% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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