+45.4%
NU vs BMY
+35.6%
+9.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.2% |
| 7D | -4.2% | -6.4% | +2.2% | -3.9% |
| 30D | +10.0% | +0.2% | +9.8% | +10.1% |
| 3M | +29.3% | +16.0% | +13.3% | +28.6% |
| 6M | +0.9% | +8.3% | -7.4% | +0.5% |
| YTD | -10.3% | +22.2% | -32.5% | -10.6% |
| 1Y | -3.2% | +41.7% | -44.9% | -3.6% |
| 3Y | +120.6% | +20.7% | +99.8% | +120.8% |
| All | +45.4% | +35.6% | +9.8% | +109.6% |
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