+22.0%
BMY vs SPXU
-79.8%
+101.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.3% |
| 7D | -4.8% | +1.3% | -6.1% | -4.7% |
| 30D | -0.7% | +5.1% | -5.8% | -0.1% |
| 3M | +15.3% | -9.1% | +24.5% | +14.5% |
| 6M | +8.5% | -29.6% | +38.1% | +5.1% |
| YTD | +23.4% | -27.7% | +51.1% | +20.0% |
| 1Y | +42.9% | -37.0% | +79.9% | +37.2% |
| All | +22.0% | -79.8% | +101.8% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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