+20,705.6%
LLY vs BMY
+1,668.5%
+19,037.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | 0.0% |
| 7D | -4.5% | -0.5% | -3.9% | -4.3% |
| 30D | +13.9% | +4.1% | +9.8% | +11.7% |
| 3M | +13.8% | -2.1% | +15.9% | +14.9% |
| 6M | +37.6% | +12.2% | +25.4% | +29.4% |
| YTD | +26.6% | +20.3% | +6.3% | +15.0% |
| 1Y | +45.3% | +39.2% | +6.2% | +22.6% |
| 3Y | +132.2% | +35.6% | +96.6% | +90.2% |
| 5Y | +434.7% | +28.6% | +406.1% | +346.7% |
| 10Y | +2,084.3% | +73.9% | +2,010.4% | +1,418.0% |
| All | +20,705.6% | +1,668.5% | +19,037.1% | +2,454.0% |
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