+36.2%
BMY vs QID
-20.9%
+57.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +1.7% |
| 7D | +2.1% | -7.1% | +9.2% | +2.3% |
| 30D | +7.0% | +12.6% | -5.6% | +6.4% |
| 3M | -0.9% | +14.2% | -15.1% | -1.5% |
| 6M | +14.9% | +6.2% | +8.7% | +13.4% |
| YTD | +22.8% | -21.8% | +44.6% | +16.2% |
| 1Y | +36.2% | -23.1% | +59.4% | +29.0% |
| All | +36.2% | -20.9% | +57.1% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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