+1,659.0%
BMY vs TECH
+101,570.6%
-99,911.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.6% |
| YTD | +21.8% | +24.3% | -2.5% | +17.1% |
| 1Y | +34.9% | +23.7% | +11.2% | +29.7% |
| 3Y | +43.2% | +28.5% | +14.7% | +35.2% |
| 5Y | +30.7% | -41.2% | +72.0% | +34.1% |
| 10Y | +59.3% | +189.2% | -129.9% | +32.0% |
| All | +1,659.0% | +101,570.6% | -99,911.6% | +975.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling