+31.2%
INTC vs BMY
+30.3%
+0.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.1% | -2.1% |
| 7D | +17.1% | -1.3% | +18.4% | +17.2% |
| 30D | -40.5% | +10.0% | -50.4% | -40.8% |
| 3M | -39.4% | -1.2% | -38.2% | -39.4% |
| 6M | -49.3% | +12.8% | -62.1% | -50.0% |
| YTD | +65.9% | +20.7% | +45.2% | +61.7% |
| 1Y | +61.5% | +32.6% | +28.9% | +55.3% |
| 3Y | +59.6% | +41.8% | +17.8% | +51.8% |
| 5Y | +31.2% | +29.0% | +2.2% | +39.3% |
| All | +31.2% | +30.3% | +0.8% | +39.3% |
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