+39.4%
GOOGL vs BMY
+42.1%
-2.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | -2.8% | -6.4% | +3.6% | -1.6% |
| 30D | -3.2% | +0.2% | -3.4% | -3.2% |
| 3M | -6.6% | +16.0% | -22.6% | -9.3% |
| 6M | +8.5% | +8.3% | +0.1% | +6.8% |
| YTD | +6.5% | +22.2% | -15.7% | +2.4% |
| 1Y | +39.4% | +41.7% | -2.3% | +29.3% |
| All | +39.4% | +42.1% | -2.7% | +29.3% |
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 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