+57.4%
INTC vs BMY
+45.9%
+11.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.0% | -7.8% | -2.3% |
| 7D | -39.0% | +6.0% | -45.0% | -37.5% |
| 30D | -49.8% | +9.1% | -59.0% | -48.1% |
| 3M | -42.2% | -2.6% | -39.6% | -41.7% |
| 6M | -39.2% | +13.1% | -52.3% | -36.6% |
| YTD | +57.9% | +23.0% | +34.9% | +64.2% |
| 1Y | +57.4% | +45.6% | +11.8% | +66.9% |
| All | +57.4% | +45.9% | +11.5% | +66.9% |
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 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