+22.3%
BMY vs PWR
+458.8%
-436.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.3% | -5.5% | -3.3% |
| 7D | -3.3% | +4.5% | -7.9% | -3.5% |
| 30D | 0.0% | -4.9% | +4.8% | +0.1% |
| 3M | +17.7% | -7.9% | +25.6% | +17.7% |
| 6M | +9.6% | +18.3% | -8.7% | +8.8% |
| YTD | +24.0% | +51.5% | -27.5% | +22.5% |
| 1Y | +45.1% | +70.3% | -25.2% | +43.2% |
| 3Y | +22.5% | +210.6% | -188.1% | +17.0% |
| 5Y | +22.3% | +456.7% | -434.4% | +11.7% |
| All | +22.3% | +458.8% | -436.6% | +11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling