+106,206.6%
MU vs BMY
+1,782.2%
+104,424.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.7% |
| 7D | +9.0% | +0.4% | +8.6% | +8.8% |
| 30D | +13.8% | +5.0% | +8.8% | +11.7% |
| 3M | +2.1% | +19.4% | -17.3% | -4.9% |
| 6M | +153.8% | +9.5% | +144.3% | +141.8% |
| YTD | +256.4% | +28.1% | +228.3% | +220.4% |
| 1Y | +719.8% | +50.0% | +669.8% | +592.9% |
| 3Y | +1,360.4% | +24.1% | +1,336.3% | +1,176.7% |
| 5Y | +1,312.4% | +25.0% | +1,287.4% | +1,110.2% |
| 10Y | +6,142.6% | +68.7% | +6,073.9% | +4,565.4% |
| All | +106,206.6% | +1,782.2% | +104,424.5% | +15,588.7% |
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