+4,770.1%
DELL vs BMY
+54.6%
+4,715.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.0% | +2.5% |
| 7D | +25.6% | -3.3% | +29.0% | +26.5% |
| 30D | +17.7% | 0.0% | +17.7% | +17.6% |
| 3M | +33.4% | +17.7% | +15.7% | +28.6% |
| 6M | +266.2% | +9.6% | +256.6% | +257.3% |
| YTD | +328.0% | +24.0% | +304.0% | +306.6% |
| 1Y | +339.6% | +45.1% | +294.5% | +302.3% |
| 3Y | +694.6% | +22.5% | +672.1% | +652.3% |
| 5Y | +1,122.0% | +22.3% | +1,099.7% | +1,047.1% |
| 10Y | +4,062.5% | +62.0% | +4,000.5% | +3,474.6% |
| All | +4,770.1% | +54.6% | +4,715.5% | +4,200.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling