-25.1%
NOW vs BMY
+30.5%
-55.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.5% |
| 7D | +0.3% | +2.1% | -1.8% | +0.1% |
| 30D | -27.0% | +7.0% | -34.0% | -27.3% |
| 3M | -19.6% | -0.9% | -18.8% | -19.6% |
| 6M | +17.5% | +14.9% | +2.5% | +16.3% |
| YTD | -33.3% | +22.8% | -56.1% | -34.5% |
| 1Y | -39.8% | +36.2% | -76.1% | -41.6% |
| 3Y | -19.9% | +45.7% | -65.6% | -23.5% |
| All | -25.1% | +30.5% | -55.6% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling