+20.0%
GE vs BMY
+47.1%
-27.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.4% |
| 7D | -1.6% | +0.4% | -2.0% | -1.7% |
| 30D | -11.6% | +5.0% | -16.6% | -12.4% |
| 3M | +3.0% | +19.4% | -16.4% | -0.8% |
| 6M | -0.5% | +9.5% | -10.1% | -2.7% |
| YTD | +9.7% | +28.1% | -18.3% | +6.3% |
| 1Y | +20.0% | +50.0% | -29.9% | +17.4% |
| All | +20.0% | +47.1% | -27.1% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling