+103.2%
INTC vs BMY
+23.1%
+80.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | +7.5% | -4.8% | +12.2% | +7.8% |
| 30D | +2.0% | -0.1% | +2.1% | +1.8% |
| 3M | -12.0% | +13.1% | -25.1% | -13.3% |
| 6M | +114.5% | +8.4% | +106.1% | +112.1% |
| YTD | +179.0% | +22.0% | +157.0% | +171.2% |
| 1Y | +318.3% | +40.3% | +278.0% | +297.9% |
| 3Y | +171.2% | +20.5% | +150.7% | +166.8% |
| All | +103.2% | +23.1% | +80.2% | +109.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling