+34.9%
BMY vs Q
+28.9%
+6.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | +0.3% |
| 7D | -2.0% | +6.6% | -8.6% | -1.7% |
| 30D | +9.3% | +2.7% | +6.5% | +9.6% |
| 3M | -0.1% | -8.4% | +8.3% | 0.0% |
| 6M | +15.5% | -17.3% | +32.8% | +15.1% |
| YTD | +21.8% | +55.3% | -33.5% | +19.3% |
| 1Y | +34.9% | +31.5% | +3.4% | +33.9% |
| All | +34.9% | +28.9% | +6.0% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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