+27.0%
NFLX vs BMY
+22.8%
+4.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | -8.1% | -6.4% | -1.7% | -7.5% |
| 30D | +1.6% | +0.2% | +1.4% | +1.7% |
| 3M | -7.3% | +16.0% | -23.3% | -8.3% |
| 6M | -21.6% | +8.3% | -29.9% | -22.1% |
| YTD | -18.9% | +22.2% | -41.1% | -20.0% |
| 1Y | -39.1% | +41.7% | -80.8% | -40.4% |
| 3Y | +71.7% | +20.7% | +50.9% | +74.2% |
| 5Y | +27.0% | +23.9% | +3.0% | +32.9% |
| All | +27.0% | +22.8% | +4.2% | +32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling