-24.1%
NU vs BMY
+45.9%
-70.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.0% | -0.7% | +3.0% |
| 7D | +0.2% | +6.0% | -5.8% | -0.2% |
| 30D | -21.0% | +9.1% | -30.2% | -21.5% |
| 3M | -16.3% | -2.6% | -13.7% | -15.4% |
| 6M | -15.3% | +13.1% | -28.5% | -17.3% |
| YTD | -28.4% | +23.0% | -51.4% | -28.7% |
| 1Y | -24.1% | +45.6% | -69.7% | -24.9% |
| All | -24.1% | +45.9% | -70.0% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling