+72.4%
UBER vs BMY
+78.7%
-6.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.1% | -1.2% |
| 7D | -5.4% | -4.8% | -0.6% | -4.0% |
| 30D | -4.9% | -0.1% | -4.8% | -4.9% |
| 3M | +3.0% | +13.1% | -10.1% | -0.6% |
| 6M | -4.4% | +8.4% | -12.8% | -6.9% |
| YTD | -12.3% | +22.0% | -34.3% | -17.8% |
| 1Y | -24.3% | +40.3% | -64.6% | -32.3% |
| 3Y | +46.4% | +20.5% | +25.9% | +36.3% |
| 5Y | +79.7% | +23.7% | +56.0% | +57.1% |
| All | +72.4% | +78.7% | -6.3% | +15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling