+38.8%
BMY vs U
+21.4%
+17.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.0% |
| 7D | +1.8% | +24.4% | -22.6% | +2.9% |
| 30D | +6.2% | +7.4% | -1.2% | +6.8% |
| 3M | -2.1% | +16.8% | -18.9% | -1.2% |
| 6M | +14.3% | +78.8% | -64.5% | +17.2% |
| YTD | +21.6% | +14.0% | +7.6% | +23.7% |
| 1Y | +38.8% | +16.7% | +22.1% | +40.7% |
| All | +38.8% | +21.4% | +17.4% | +40.7% |
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