+60.7%
BMY vs UUUU
+465.5%
-404.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | 0.0% |
| 7D | -4.8% | -10.5% | +5.7% | -4.4% |
| 30D | -0.1% | -10.5% | +10.4% | +0.2% |
| 3M | +13.1% | -14.1% | +27.2% | +13.5% |
| 6M | +8.4% | -35.5% | +43.9% | +9.4% |
| YTD | +22.0% | -10.9% | +32.9% | +21.1% |
| 1Y | +40.3% | +3.4% | +36.9% | +37.6% |
| 3Y | +20.5% | +73.1% | -52.6% | +13.9% |
| 5Y | +23.7% | +87.1% | -63.4% | +13.2% |
| All | +60.7% | +465.5% | -404.8% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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