-2.9%
TSLA vs BMY
+35.2%
-38.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -1.9% |
| 7D | +8.9% | +2.1% | +6.9% | +8.8% |
| 30D | +6.3% | +7.0% | -0.7% | +5.9% |
| 3M | +14.8% | -0.9% | +15.7% | +15.5% |
| 6M | -12.4% | +14.9% | -27.3% | -13.2% |
| YTD | -13.2% | +22.8% | -36.1% | -16.8% |
| 1Y | -2.9% | +36.2% | -39.2% | -11.8% |
| All | -2.9% | +35.2% | -38.1% | -11.8% |
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