+21,908.6%
LLY vs BMY
+1,687.3%
+20,221.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.4% | +0.9% |
| 7D | +1.6% | +1.8% | -0.1% | +0.7% |
| 30D | +21.5% | +6.2% | +15.2% | +17.9% |
| 3M | +16.4% | -2.1% | +18.6% | +17.6% |
| 6M | +51.5% | +14.3% | +37.2% | +41.2% |
| YTD | +33.9% | +21.6% | +12.3% | +21.0% |
| 1Y | +49.1% | +38.8% | +10.3% | +25.9% |
| 3Y | +144.6% | +42.9% | +101.7% | +95.0% |
| 5Y | +466.3% | +30.1% | +436.3% | +370.5% |
| 10Y | +2,024.1% | +58.2% | +1,966.0% | +1,447.9% |
| All | +21,908.6% | +1,687.3% | +20,221.4% | +2,587.7% |
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