+8,630.0%
TER vs BMY
+1,668.5%
+6,961.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.1% | +3.1% |
| 7D | -20.5% | -0.5% | -19.9% | -20.4% |
| 30D | -47.0% | +4.1% | -51.1% | -48.0% |
| 3M | -43.3% | -2.1% | -41.2% | -43.4% |
| 6M | -42.9% | +12.2% | -55.1% | -46.1% |
| YTD | +12.9% | +20.3% | -7.5% | +4.2% |
| 1Y | +18.2% | +39.2% | -21.0% | +3.7% |
| 3Y | +151.8% | +35.6% | +116.2% | +116.2% |
| 5Y | +54.2% | +28.6% | +25.7% | +33.0% |
| 10Y | +908.2% | +73.9% | +834.4% | +668.4% |
| All | +8,630.0% | +1,668.5% | +6,961.5% | +2,625.9% |
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 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