+18.3%
NOW vs BMY
+24.3%
-6.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -2.9% |
| 7D | -2.4% | +0.4% | -2.7% | -2.4% |
| 30D | +20.5% | +5.0% | +15.5% | +20.4% |
| 3M | +18.3% | +19.4% | -1.0% | +18.1% |
| 6M | +24.1% | +9.5% | +14.5% | +23.9% |
| YTD | -7.8% | +28.1% | -35.9% | -8.4% |
| 1Y | -21.4% | +50.0% | -71.4% | -22.5% |
| All | +18.3% | +24.3% | -6.1% | +17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling