+40.2%
BMY vs SPOT
+215.3%
-175.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | -0.4% |
| 7D | -4.8% | -6.5% | +1.7% | -4.6% |
| 30D | -0.7% | +2.2% | -2.8% | -0.7% |
| 3M | +15.3% | +5.4% | +9.9% | +15.1% |
| 6M | +8.5% | -4.0% | +12.6% | +8.5% |
| YTD | +23.4% | -9.9% | +33.4% | +23.6% |
| 1Y | +42.9% | -27.3% | +70.2% | +44.1% |
| 3Y | +22.0% | +236.4% | -214.4% | +13.9% |
| 5Y | +24.3% | +112.6% | -88.3% | +18.0% |
| All | +40.2% | +215.3% | -175.1% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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