+40.5%
BMY vs TE
+147.6%
-107.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.7% | -1.1% |
| 7D | -6.4% | +0.9% | -7.3% | -6.3% |
| 30D | +0.2% | -16.3% | +16.5% | 0.0% |
| 3M | +16.0% | -40.8% | +56.7% | +15.1% |
| 6M | +8.3% | -42.6% | +50.9% | +7.8% |
| YTD | +22.2% | -31.4% | +53.6% | +21.3% |
| All | +40.5% | +147.6% | -107.0% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling