+60.7%
BMY vs SU
+267.2%
-206.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.2% |
| 7D | -4.8% | +2.2% | -7.0% | -5.0% |
| 30D | -0.1% | +8.4% | -8.5% | -1.2% |
| 3M | +13.1% | +12.1% | +1.0% | +11.3% |
| 6M | +8.4% | +19.7% | -11.3% | +5.5% |
| YTD | +22.0% | +58.4% | -36.4% | +14.3% |
| 1Y | +40.3% | +67.2% | -26.9% | +30.4% |
| 3Y | +20.5% | +125.0% | -104.5% | +6.6% |
| 5Y | +23.7% | +355.1% | -331.3% | -4.2% |
| All | +60.7% | +267.2% | -206.5% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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