+50.0%
BMY vs PWR
+66.5%
-16.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -1.9% |
| 7D | +0.4% | +3.6% | -3.2% | +0.1% |
| 30D | +5.0% | -8.6% | +13.6% | +5.6% |
| 3M | +19.4% | -13.2% | +32.6% | +20.1% |
| 6M | +9.5% | +9.9% | -0.4% | +6.7% |
| YTD | +28.1% | +48.0% | -20.0% | +22.3% |
| 1Y | +50.0% | +66.2% | -16.2% | +40.9% |
| All | +50.0% | +66.5% | -16.5% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling