+22.0%
BMY vs SPOT
+235.3%
-213.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | -0.4% |
| 7D | -4.8% | -6.5% | +1.7% | -4.9% |
| 30D | -0.7% | +2.2% | -2.8% | -0.6% |
| 3M | +15.3% | +5.4% | +9.9% | +15.5% |
| 6M | +8.5% | -4.0% | +12.6% | +8.3% |
| YTD | +23.4% | -9.9% | +33.4% | +23.1% |
| 1Y | +42.9% | -27.3% | +70.2% | +41.9% |
| All | +22.0% | +235.3% | -213.3% | +21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling