+36.2%
BMY vs TEM
+3.5%
+32.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.7% | +7.4% | +1.8% |
| 7D | +2.1% | -5.9% | +7.9% | +2.1% |
| 30D | +7.0% | +4.8% | +2.2% | +6.8% |
| 3M | -0.9% | +31.9% | -32.8% | -2.0% |
| 6M | +14.9% | +56.0% | -41.1% | +12.0% |
| YTD | +22.8% | +21.3% | +1.6% | +21.8% |
| 1Y | +36.2% | +5.4% | +30.9% | +36.6% |
| All | +36.2% | +3.5% | +32.7% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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