+65,302.9%
NFLX vs BMY
+463.9%
+64,839.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.5% | -4.8% |
| 7D | -4.2% | +0.4% | -4.6% | -4.3% |
| 30D | +5.5% | +5.0% | +0.4% | +4.0% |
| 3M | -4.1% | +19.4% | -23.4% | -9.1% |
| 6M | -20.7% | +9.5% | -30.2% | -23.1% |
| YTD | -16.5% | +28.1% | -44.6% | -22.8% |
| 1Y | -37.8% | +50.0% | -87.8% | -45.4% |
| 3Y | +77.9% | +24.1% | +53.8% | +60.8% |
| 5Y | +32.5% | +25.0% | +7.5% | +18.3% |
| 10Y | +703.6% | +68.7% | +634.9% | +520.5% |
| All | +65,302.9% | +463.9% | +64,839.0% | +25,182.0% |
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