+1,055.3%
DELL vs BMY
+22.8%
+1,032.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -5.3% |
| 7D | -1.9% | -6.4% | +4.5% | -1.8% |
| 30D | +14.9% | +0.2% | +14.7% | +14.9% |
| 3M | +37.2% | +16.0% | +21.3% | +36.8% |
| 6M | +254.0% | +8.3% | +245.7% | +253.9% |
| YTD | +306.1% | +22.2% | +284.0% | +304.5% |
| 1Y | +312.3% | +41.7% | +270.6% | +308.4% |
| 3Y | +654.0% | +20.7% | +633.3% | +695.4% |
| 5Y | +1,055.3% | +23.9% | +1,031.4% | +1,244.6% |
| All | +1,055.3% | +22.8% | +1,032.5% | +1,244.6% |
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