+319.1%
DELL vs BMY
+47.1%
+271.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.4% |
| 7D | +14.9% | +0.4% | +14.5% | +14.9% |
| 30D | +13.3% | +5.0% | +8.3% | +13.6% |
| 3M | +24.4% | +19.4% | +5.0% | +25.6% |
| 6M | +258.0% | +9.5% | +248.5% | +267.1% |
| YTD | +320.2% | +28.1% | +292.1% | +322.6% |
| 1Y | +319.1% | +50.0% | +269.1% | +327.9% |
| All | +319.1% | +47.1% | +271.9% | +327.9% |
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