+22.0%
BMY vs TD
+123.9%
-101.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | -4.8% | -1.9% | -2.9% | -4.4% |
| 30D | -0.7% | -1.6% | +0.9% | -0.4% |
| 3M | +15.3% | +4.6% | +10.7% | +13.7% |
| 6M | +8.5% | +26.8% | -18.3% | +2.0% |
| YTD | +23.4% | +28.3% | -4.9% | +15.6% |
| 1Y | +42.9% | +60.4% | -17.5% | +26.9% |
| All | +22.0% | +123.9% | -101.9% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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