+43.2%
BMY vs VRTX
+31.5%
+11.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | +0.2% |
| 7D | -4.8% | -6.4% | +1.6% | -2.1% |
| 30D | -0.7% | -0.5% | -0.1% | -0.4% |
| 3M | +15.3% | +16.9% | -1.6% | +7.8% |
| 6M | +8.5% | +13.1% | -4.5% | +2.4% |
| YTD | +23.4% | +14.9% | +8.5% | +15.1% |
| All | +43.2% | +31.5% | +11.6% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 1y: compounded portfolio wealth divided by compounded VRTX 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…
1y analysis · Full analysis span regression · 6 months rolling