+569.8%
DELL vs BMY
+30.5%
+539.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.8% | -9.0% | -7.1% |
| 7D | +4.9% | +2.1% | +2.8% | +4.9% |
| 30D | -32.1% | +7.0% | -39.1% | -32.0% |
| 3M | -30.2% | -0.9% | -29.4% | -30.0% |
| 6M | +41.7% | +14.9% | +26.8% | +41.9% |
| YTD | +176.6% | +22.8% | +153.8% | +176.8% |
| 1Y | +159.9% | +36.2% | +123.7% | +159.4% |
| 3Y | +388.0% | +45.7% | +342.3% | +396.7% |
| All | +569.8% | +30.5% | +539.4% | +665.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling