+35.5%
BMY vs U
-32.9%
+68.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.1% |
| 7D | +1.8% | +24.4% | -22.6% | +1.3% |
| 30D | +6.2% | +7.4% | -1.2% | +6.0% |
| 3M | -2.1% | +16.8% | -18.9% | -2.5% |
| 6M | +14.3% | +78.8% | -64.5% | +12.7% |
| YTD | +21.6% | +14.0% | +7.6% | +20.9% |
| 1Y | +38.8% | +16.7% | +22.1% | +37.8% |
| 3Y | +42.9% | +86.4% | -43.4% | +38.1% |
| 5Y | +30.1% | -71.5% | +101.5% | +29.4% |
| All | +35.5% | -32.9% | +68.3% | +24.2% |
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