+55.3%
ON vs BMY
+40.8%
+14.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.2% | +8.7% | +8.5% |
| 7D | +2.4% | -4.8% | +7.1% | +2.0% |
| 30D | -8.6% | -0.1% | -8.5% | -8.5% |
| 3M | -34.3% | +13.1% | -47.4% | -33.2% |
| 6M | +28.5% | +8.4% | +20.1% | +32.0% |
| YTD | +40.6% | +22.0% | +18.6% | +39.2% |
| 1Y | +55.3% | +40.3% | +15.0% | +49.6% |
| All | +55.3% | +40.8% | +14.6% | +49.6% |
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 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