+179.9%
INTC vs BMY
+22.1%
+157.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | +18.0% | -4.8% | +22.8% | +18.1% |
| 30D | +8.9% | -0.7% | +9.6% | +8.9% |
| 3M | -1.6% | +15.3% | -16.9% | -2.4% |
| 6M | +133.1% | +8.5% | +124.5% | +132.3% |
| YTD | +187.9% | +23.4% | +164.5% | +183.1% |
| 1Y | +334.7% | +42.9% | +291.8% | +321.4% |
| All | +179.9% | +22.1% | +157.8% | +161.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling