+42.9%
BMY vs U
-6.3%
+49.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -4.8% | +4.4% | -9.2% | -4.7% |
| 30D | -0.7% | -1.3% | +0.6% | -0.7% |
| 3M | +15.3% | +49.6% | -34.3% | +16.5% |
| 6M | +8.5% | +100.2% | -91.6% | +10.2% |
| YTD | +23.4% | -3.7% | +27.1% | +25.0% |
| 1Y | +42.9% | -6.5% | +49.4% | +38.8% |
| All | +42.9% | -6.3% | +49.2% | +38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling