+719.8%
MU vs BMY
+47.1%
+672.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +5.4% |
| 7D | +9.0% | +0.4% | +8.6% | +9.1% |
| 30D | +13.8% | +5.0% | +8.8% | +15.8% |
| 3M | +2.1% | +19.4% | -17.3% | +9.9% |
| 6M | +153.8% | +9.5% | +144.3% | +174.1% |
| YTD | +256.4% | +28.1% | +228.3% | +283.1% |
| 1Y | +719.8% | +50.0% | +669.8% | +789.0% |
| All | +719.8% | +47.1% | +672.6% | +789.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling