+20.5%
BMY vs SU
+120.0%
-99.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.2% |
| 7D | -4.8% | +2.2% | -7.0% | -4.9% |
| 30D | -0.1% | +8.4% | -8.5% | -0.8% |
| 3M | +13.1% | +12.1% | +1.0% | +11.8% |
| 6M | +8.4% | +19.7% | -11.3% | +6.2% |
| YTD | +22.0% | +58.4% | -36.4% | +15.9% |
| 1Y | +40.3% | +67.2% | -26.9% | +32.6% |
| 3Y | +20.5% | +125.0% | -104.5% | +9.4% |
| All | +20.5% | +120.0% | -99.4% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling