+1,664.2%
BMY vs SU
+61,690.9%
-60,026.7%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -6.4% | +1.7% | -8.0% | -6.4% |
| 30D | +0.2% | +9.6% | -9.4% | +0.2% |
| 3M | +16.0% | +11.7% | +4.2% | +15.9% |
| 6M | +8.3% | +21.9% | -13.6% | +8.3% |
| YTD | +22.2% | +58.6% | -36.5% | +22.2% |
| 1Y | +41.7% | +66.5% | -24.8% | +41.7% |
| 3Y | +20.7% | +121.4% | -100.7% | +20.7% |
| 5Y | +23.9% | +355.7% | -331.8% | +23.9% |
| 10Y | +62.9% | +264.2% | -201.3% | +62.9% |
| All | +1,664.2% | +61,690.9% | -60,026.7% | +1,695.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling