+636.7%
DELL vs BMY
+20.8%
+615.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -5.4% |
| 7D | -1.9% | -6.4% | +4.5% | -2.2% |
| 30D | +14.9% | +0.2% | +14.7% | +14.9% |
| 3M | +37.2% | +16.0% | +21.3% | +38.5% |
| 6M | +254.0% | +8.3% | +245.7% | +256.9% |
| YTD | +306.1% | +22.2% | +284.0% | +312.0% |
| 1Y | +312.3% | +41.7% | +270.6% | +321.5% |
| All | +636.7% | +20.8% | +615.8% | +788.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling