-21.4%
NOW vs BMY
+47.1%
-68.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -3.0% |
| 7D | -2.4% | +0.4% | -2.7% | -2.4% |
| 30D | +20.5% | +5.0% | +15.5% | +20.6% |
| 3M | +18.3% | +19.4% | -1.0% | +19.2% |
| 6M | +24.1% | +9.5% | +14.5% | +24.2% |
| YTD | -7.8% | +28.1% | -35.9% | -8.1% |
| 1Y | -21.4% | +50.0% | -71.4% | -24.1% |
| All | -21.4% | +47.1% | -68.5% | -24.1% |
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