+34.4%
NVDA vs BMY
+47.1%
-12.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +0.5% |
| 7D | +5.9% | +0.4% | +5.5% | +6.0% |
| 30D | +5.1% | +5.0% | +0.1% | +6.2% |
| 3M | +5.4% | +19.4% | -14.0% | +9.3% |
| 6M | +26.0% | +9.5% | +16.5% | +29.9% |
| YTD | +23.7% | +28.1% | -4.4% | +30.3% |
| 1Y | +34.4% | +50.0% | -15.6% | +49.3% |
| All | +34.4% | +47.1% | -12.7% | +49.3% |
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 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