+780.7%
GOOG vs BMY
+63.7%
+717.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | 0.0% | -4.8% | +4.8% | +1.2% |
| 30D | -2.0% | -0.1% | -1.9% | -2.0% |
| 3M | -5.9% | +13.1% | -19.0% | -8.8% |
| 6M | +8.9% | +8.4% | +0.5% | +6.4% |
| YTD | +7.1% | +22.0% | -14.9% | +1.6% |
| 1Y | +39.7% | +40.3% | -0.6% | +27.8% |
| 3Y | +145.8% | +20.5% | +125.3% | +129.9% |
| 5Y | +138.6% | +23.7% | +114.9% | +119.3% |
| All | +780.7% | +63.7% | +717.0% | +650.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling