+36.2%
BMY vs USB
+32.7%
+3.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.5% |
| 7D | +2.1% | +2.6% | -0.5% | +1.3% |
| 30D | +7.0% | +8.4% | -1.4% | +4.8% |
| 3M | -0.9% | -5.5% | +4.7% | +0.3% |
| 6M | +14.9% | +17.7% | -2.8% | +9.8% |
| YTD | +22.8% | +17.6% | +5.3% | +16.4% |
| 1Y | +36.2% | +33.9% | +2.4% | +23.3% |
| All | +36.2% | +32.7% | +3.5% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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