+396.9%
BMY vs UUUU
-92.0%
+488.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.4% |
| 7D | -4.8% | +1.8% | -6.6% | -4.9% |
| 30D | -0.7% | +1.8% | -2.5% | -0.8% |
| 3M | +15.3% | +1.3% | +14.1% | +15.1% |
| 6M | +8.5% | -26.8% | +35.3% | +9.1% |
| YTD | +23.4% | +0.1% | +23.4% | +22.4% |
| 1Y | +42.9% | +11.2% | +31.7% | +40.6% |
| 3Y | +22.0% | +97.7% | -75.7% | +16.3% |
| 5Y | +24.3% | +127.3% | -103.0% | +16.0% |
| 10Y | +64.6% | +532.6% | -468.0% | +42.1% |
| All | +396.9% | -92.0% | +488.8% | +344.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling