+30.7%
BMY vs TECH
-41.3%
+72.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | +9.3% | +0.3% | +8.9% | +9.2% |
| 3M | -0.1% | +1.0% | -1.1% | -0.2% |
| 6M | +15.5% | +54.0% | -38.5% | +7.3% |
| YTD | +21.8% | +24.3% | -2.5% | +16.3% |
| 1Y | +34.9% | +23.7% | +11.2% | +28.8% |
| 3Y | +43.2% | +28.5% | +14.7% | +34.0% |
| 5Y | +30.7% | -41.2% | +72.0% | +26.1% |
| All | +30.7% | -41.3% | +72.1% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling