+58.2%
BMY vs PWR
+1,818.7%
-1,760.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.2% |
| 7D | +1.8% | -11.2% | +13.0% | +2.7% |
| 30D | +6.2% | -17.4% | +23.6% | +8.0% |
| 3M | -2.1% | -11.7% | +9.6% | -1.5% |
| 6M | +14.3% | -21.7% | +36.0% | +16.1% |
| YTD | +21.6% | +38.3% | -16.7% | +14.7% |
| 1Y | +38.8% | +29.6% | +9.2% | +31.9% |
| 3Y | +42.9% | +236.1% | -193.2% | +14.4% |
| 5Y | +30.1% | +406.3% | -376.3% | -6.2% |
| 10Y | +58.2% | +1,796.7% | -1,738.5% | -23.0% |
| All | +58.2% | +1,818.7% | -1,760.6% | -23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling