+81.9%
UBER vs BMY
+22.8%
+59.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.2% |
| 7D | -4.5% | -6.4% | +1.9% | -4.0% |
| 30D | -7.6% | +0.2% | -7.8% | -7.6% |
| 3M | +5.8% | +16.0% | -10.2% | +4.9% |
| 6M | +0.3% | +8.3% | -8.0% | -0.2% |
| YTD | -11.2% | +22.2% | -33.4% | -12.2% |
| 1Y | -23.0% | +41.7% | -64.7% | -24.4% |
| 3Y | +53.6% | +20.7% | +32.9% | +56.0% |
| 5Y | +81.9% | +23.9% | +58.0% | +85.0% |
| All | +81.9% | +22.8% | +59.1% | +85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling