+31,139.8%
HD vs BMY
+1,782.2%
+29,357.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.6% |
| 7D | -2.1% | +0.4% | -2.4% | -2.2% |
| 30D | -8.4% | +5.0% | -13.4% | -10.0% |
| 3M | +4.3% | +19.4% | -15.0% | -2.3% |
| 6M | -11.1% | +9.5% | -20.7% | -14.3% |
| YTD | -4.7% | +28.1% | -32.7% | -13.1% |
| 1Y | -19.8% | +50.0% | -69.8% | -31.2% |
| 3Y | +4.1% | +24.1% | -20.0% | -6.8% |
| 5Y | +10.3% | +25.0% | -14.7% | -2.8% |
| 10Y | +203.2% | +68.7% | +134.5% | +132.1% |
| All | +31,139.8% | +1,782.2% | +29,357.6% | +5,559.9% |
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