+15,172.7%
INTC vs BMY
+1,782.2%
+13,390.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.4% | +5.1% |
| 7D | +7.1% | +0.4% | +6.7% | +6.9% |
| 30D | -5.2% | +5.0% | -10.2% | -6.9% |
| 3M | -14.3% | +19.4% | -33.7% | -20.1% |
| 6M | +110.2% | +9.5% | +100.6% | +101.0% |
| YTD | +159.6% | +28.1% | +131.6% | +135.3% |
| 1Y | +289.3% | +50.0% | +239.3% | +231.3% |
| 3Y | +166.1% | +24.1% | +142.0% | +135.5% |
| 5Y | +94.4% | +25.0% | +69.4% | +69.8% |
| 10Y | +227.7% | +68.7% | +159.0% | +150.6% |
| All | +15,172.7% | +1,782.2% | +13,390.5% | +3,128.4% |
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