-26.4%
NOW vs BMY
+27.8%
-54.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.3% |
| 7D | -3.0% | -0.5% | -2.5% | -3.0% |
| 30D | -26.0% | +4.1% | -30.1% | -26.3% |
| 3M | -13.1% | -2.1% | -11.0% | -13.0% |
| 6M | +14.5% | +12.2% | +2.3% | +13.6% |
| YTD | -33.4% | +20.3% | -53.8% | -34.6% |
| 1Y | -40.6% | +39.2% | -79.8% | -42.5% |
| 3Y | -16.3% | +35.6% | -51.9% | -19.1% |
| All | -26.4% | +27.8% | -54.2% | -25.8% |
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 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