+72,065.9%
MU vs BMY
+1,668.5%
+70,397.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +5.6% |
| 7D | -22.0% | -0.5% | -21.5% | -21.9% |
| 30D | -36.6% | +4.1% | -40.7% | -37.7% |
| 3M | -21.7% | -2.1% | -19.6% | -21.8% |
| 6M | +3.5% | +12.2% | -8.7% | -2.5% |
| YTD | +141.9% | +20.3% | +121.6% | +120.8% |
| 1Y | +189.8% | +39.2% | +150.7% | +150.1% |
| 3Y | +855.4% | +35.6% | +819.8% | +701.9% |
| 5Y | +869.2% | +28.6% | +840.6% | +714.5% |
| 10Y | +4,142.8% | +73.9% | +4,069.0% | +3,018.8% |
| All | +72,065.9% | +1,668.5% | +70,397.4% | +10,712.2% |
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