+4,404.4%
DELL vs BMY
+63.7%
+4,340.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.1% | +12.0% |
| 7D | +8.2% | -4.8% | +13.0% | +9.2% |
| 30D | +17.1% | -0.1% | +17.2% | +17.0% |
| 3M | +45.2% | +13.1% | +32.1% | +41.1% |
| 6M | +286.8% | +8.4% | +278.4% | +278.3% |
| YTD | +354.8% | +22.0% | +332.8% | +333.8% |
| 1Y | +358.3% | +40.3% | +318.0% | +322.9% |
| 3Y | +724.9% | +20.5% | +704.4% | +684.4% |
| 5Y | +1,193.7% | +23.7% | +1,170.0% | +1,108.0% |
| All | +4,404.4% | +63.7% | +4,340.7% | +3,690.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling