-37.8%
NFLX vs BMY
+47.1%
-84.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.5% | -5.0% |
| 7D | -4.2% | +0.4% | -4.6% | -4.3% |
| 30D | +5.5% | +5.0% | +0.4% | +4.8% |
| 3M | -4.1% | +19.4% | -23.4% | -6.4% |
| 6M | -20.7% | +9.5% | -30.2% | -22.2% |
| YTD | -16.5% | +28.1% | -44.6% | -18.2% |
| 1Y | -37.8% | +50.0% | -87.8% | -39.1% |
| All | -37.8% | +47.1% | -84.9% | -39.1% |
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