+45.7%
BMY vs VRSN
+53.7%
-8.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | +2.1% | +1.4% | +0.7% | +1.9% |
| 30D | +7.0% | +3.9% | +3.1% | +6.5% |
| 3M | -0.9% | +9.3% | -10.2% | -2.0% |
| 6M | +14.9% | +6.7% | +8.3% | +13.9% |
| YTD | +22.8% | +30.0% | -7.2% | +17.4% |
| 1Y | +36.2% | +26.0% | +10.2% | +31.1% |
| 3Y | +45.7% | +53.1% | -7.4% | +25.3% |
| All | +45.7% | +53.7% | -8.0% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling