+44.9%
C vs BMY
+47.1%
-2.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | 0.0% |
| 7D | +3.6% | +0.4% | +3.3% | +3.6% |
| 30D | +0.1% | +5.0% | -5.0% | -0.6% |
| 3M | +2.4% | +19.4% | -17.0% | 0.0% |
| 6M | +24.9% | +9.5% | +15.4% | +23.1% |
| YTD | +19.8% | +28.1% | -8.3% | +16.1% |
| 1Y | +44.9% | +50.0% | -5.1% | +37.4% |
| All | +44.9% | +47.1% | -2.3% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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