+24.9%
BMY vs SPOT
+113.7%
-88.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.6% | -3.2% |
| 7D | -3.3% | -2.9% | -0.5% | -3.3% |
| 30D | 0.0% | +8.3% | -8.3% | -0.1% |
| 3M | +17.7% | +5.1% | +12.7% | +17.7% |
| 6M | +9.6% | -6.5% | +16.1% | +9.6% |
| YTD | +24.0% | -9.0% | +32.9% | +24.0% |
| 1Y | +45.1% | -26.4% | +71.5% | +45.3% |
| 3Y | +22.5% | +240.0% | -217.5% | +18.9% |
| All | +24.9% | +113.7% | -88.8% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling