+504.4%
NOW vs BMY
+57.0%
+447.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.8% |
| 7D | -1.7% | -1.3% | -0.4% | -1.4% |
| 30D | -27.4% | +10.0% | -37.3% | -29.2% |
| 3M | -19.4% | -1.2% | -18.3% | -19.5% |
| 6M | +13.1% | +12.8% | +0.3% | +9.2% |
| YTD | -34.3% | +20.7% | -55.0% | -38.1% |
| 1Y | -41.8% | +32.6% | -74.4% | -46.7% |
| 3Y | -20.7% | +41.8% | -62.5% | -31.1% |
| 5Y | -27.2% | +29.0% | -56.2% | -35.6% |
| All | +504.4% | +57.0% | +447.4% | +381.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling