+290.2%
BMY vs VRSN
+6,651.0%
-6,360.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.8% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +5.0% | -0.2% | +5.2% | +5.0% |
| 3M | +19.4% | -0.3% | +19.7% | +19.3% |
| 6M | +9.5% | +23.0% | -13.4% | +6.9% |
| YTD | +28.1% | +21.3% | +6.7% | +25.1% |
| 1Y | +50.0% | +6.7% | +43.3% | +48.3% |
| 3Y | +24.1% | +45.0% | -20.9% | +18.6% |
| 5Y | +25.0% | +35.0% | -10.0% | +19.5% |
| 10Y | +68.7% | +276.3% | -207.7% | +45.7% |
| All | +290.2% | +6,651.0% | -6,360.9% | +111.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling