+4,277.4%
MU vs BMY
+57.2%
+4,220.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.3% |
| 7D | -15.2% | +1.8% | -17.0% | -15.5% |
| 30D | -29.5% | +6.2% | -35.7% | -30.6% |
| 3M | -15.8% | -2.1% | -13.6% | -15.7% |
| 6M | -2.9% | +14.3% | -17.1% | -7.1% |
| YTD | +154.2% | +21.6% | +132.6% | +137.5% |
| 1Y | +186.6% | +38.8% | +147.8% | +156.5% |
| 3Y | +871.5% | +42.9% | +828.6% | +732.9% |
| 5Y | +911.7% | +30.1% | +881.6% | +773.8% |
| 10Y | +4,277.4% | +58.2% | +4,219.2% | +3,443.6% |
| All | +4,277.4% | +57.2% | +4,220.1% | +3,443.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling