+24.5%
BMY vs UUUU
+88.5%
-64.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.3% | +5.3% | -1.0% |
| 7D | -6.4% | -5.0% | -1.4% | -6.4% |
| 30D | +0.2% | -7.8% | +8.0% | +0.2% |
| 3M | +16.0% | -0.4% | +16.4% | +15.9% |
| 6M | +8.3% | -32.9% | +41.2% | +8.4% |
| YTD | +22.2% | -6.3% | +28.4% | +21.8% |
| 1Y | +41.7% | +7.9% | +33.8% | +40.8% |
| 3Y | +20.7% | +85.2% | -64.5% | +18.8% |
| All | +24.5% | +88.5% | -64.0% | +21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling