+265.1%
MU vs BMY
+45.9%
+219.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +4.0% | -11.0% | -5.0% |
| 7D | -19.1% | +6.0% | -25.1% | -16.6% |
| 30D | -25.2% | +9.1% | -34.4% | -21.7% |
| 3M | -10.9% | -2.6% | -8.3% | -11.2% |
| 6M | +38.0% | +13.1% | +24.9% | +51.5% |
| YTD | +178.8% | +23.0% | +155.8% | +212.7% |
| 1Y | +265.1% | +45.6% | +219.6% | +310.4% |
| All | +265.1% | +45.9% | +219.3% | +310.4% |
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 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