+790.0%
NOW vs BMY
+62.5%
+727.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.2% | -1.8% | -4.2% |
| 7D | -6.1% | -3.3% | -2.7% | -5.3% |
| 30D | +7.5% | 0.0% | +7.5% | +7.4% |
| 3M | +17.5% | +17.7% | -0.2% | +12.8% |
| 6M | +7.9% | +9.6% | -1.7% | +5.0% |
| YTD | -12.4% | +24.0% | -36.4% | -17.8% |
| 1Y | -28.6% | +45.1% | -73.7% | -36.1% |
| 3Y | +11.8% | +22.5% | -10.7% | +3.1% |
| 5Y | +2.6% | +22.3% | -19.7% | -6.5% |
| 10Y | +790.0% | +62.0% | +728.0% | +619.8% |
| All | +790.0% | +62.5% | +727.5% | +619.8% |
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