+15.5%
BMY vs Q
-14.3%
+29.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | +0.5% |
| 7D | -2.0% | +6.6% | -8.6% | -1.2% |
| 30D | +9.3% | +2.7% | +6.5% | +10.0% |
| 3M | -0.1% | -8.4% | +8.3% | -0.3% |
| 6M | +15.5% | -17.3% | +32.8% | +13.3% |
| All | +15.5% | -14.3% | +29.7% | +13.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling