+34,289.6%
HD vs BMY
+1,668.5%
+32,621.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +3.6% | -1.4% | +5.0% | +4.2% |
| 30D | +21.6% | +5.1% | +16.5% | +19.5% |
| 3M | +0.1% | -3.0% | +3.1% | +1.1% |
| 6M | +13.0% | +13.1% | -0.1% | +7.8% |
| YTD | +4.9% | +20.3% | -15.4% | -2.3% |
| 1Y | -2.1% | +39.0% | -41.1% | -13.5% |
| 3Y | +32.6% | +42.0% | -9.4% | +13.1% |
| 5Y | +8.2% | +28.5% | -20.3% | -5.6% |
| 10Y | +257.9% | +57.5% | +200.4% | +181.7% |
| All | +34,289.6% | +1,668.5% | +32,621.1% | +6,265.4% |
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 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