+1,988.6%
NOW vs BMY
+189.6%
+1,799.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -5.6% | -2.0% | -3.6% | -5.0% |
| 30D | -26.8% | +9.3% | -36.0% | -28.8% |
| 3M | -19.4% | -0.1% | -19.4% | -19.7% |
| 6M | +12.3% | +15.5% | -3.1% | +7.0% |
| YTD | -32.9% | +21.8% | -54.7% | -37.6% |
| 1Y | -40.3% | +34.9% | -75.2% | -46.4% |
| 3Y | -19.1% | +43.2% | -62.2% | -31.1% |
| 5Y | -24.4% | +30.7% | -55.1% | -34.4% |
| 10Y | +521.8% | +59.3% | +462.5% | +384.3% |
| All | +1,988.6% | +189.6% | +1,799.0% | +1,425.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling