+9,411.2%
INTC vs BMY
+1,705.2%
+7,706.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.3% | -3.1% |
| 7D | +6.0% | +2.1% | +3.9% | +5.3% |
| 30D | -39.2% | +7.0% | -46.2% | -40.9% |
| 3M | -42.9% | -0.9% | -42.1% | -43.5% |
| 6M | -50.4% | +14.9% | -65.3% | -53.7% |
| YTD | +61.7% | +22.8% | +38.9% | +47.1% |
| 1Y | +66.1% | +36.2% | +29.9% | +45.3% |
| 3Y | +58.1% | +45.7% | +12.5% | +31.0% |
| 5Y | +27.9% | +31.3% | -3.4% | +8.5% |
| 10Y | +111.1% | +60.6% | +50.6% | +63.2% |
| All | +9,411.2% | +1,705.2% | +7,706.0% | +1,918.4% |
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