+248.8%
NBIS vs BMY
+47.1%
+201.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.9% | +9.3% | +7.2% |
| 7D | +8.2% | +0.4% | +7.9% | +8.3% |
| 30D | +3.4% | +5.0% | -1.6% | +4.1% |
| 3M | -12.8% | +19.4% | -32.2% | -9.7% |
| 6M | +131.5% | +9.5% | +122.0% | +140.8% |
| YTD | +170.5% | +28.1% | +142.4% | +174.8% |
| 1Y | +248.8% | +50.0% | +198.8% | +258.5% |
| All | +248.8% | +47.1% | +201.7% | +258.5% |
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