+73.4%
NFLX vs BMY
+23.8%
+49.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.8% |
| 7D | -5.0% | -3.3% | -1.7% | -4.9% |
| 30D | +3.5% | 0.0% | +3.6% | +3.6% |
| 3M | -7.1% | +17.7% | -24.8% | -7.2% |
| 6M | -22.5% | +9.6% | -32.1% | -22.6% |
| YTD | -18.1% | +24.0% | -42.1% | -17.9% |
| 1Y | -38.3% | +45.1% | -83.4% | -37.8% |
| 3Y | +73.4% | +22.5% | +50.9% | +95.1% |
| All | +73.4% | +23.8% | +49.5% | +95.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling