+36.8%
BMY vs U
-29.6%
+66.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.2% | -3.5% | +1.7% |
| 7D | +2.1% | +2.6% | -0.5% | +2.0% |
| 30D | +7.0% | +27.6% | -20.6% | +6.5% |
| 3M | -0.9% | +15.3% | -16.2% | -1.2% |
| 6M | +14.9% | +96.4% | -81.5% | +13.1% |
| YTD | +22.8% | +19.6% | +3.3% | +22.0% |
| 1Y | +36.2% | +42.1% | -5.9% | +34.6% |
| 3Y | +45.7% | +87.5% | -41.8% | +40.7% |
| 5Y | +31.3% | -73.1% | +104.4% | +30.9% |
| All | +36.8% | -29.6% | +66.4% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling