+82.2%
UBER vs BMY
+87.7%
-5.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.3% |
| 7D | -3.9% | +0.4% | -4.2% | -4.0% |
| 30D | +11.1% | +5.0% | +6.1% | +9.5% |
| 3M | +4.9% | +19.4% | -14.5% | -0.4% |
| 6M | -1.2% | +9.5% | -10.7% | -4.1% |
| YTD | -7.3% | +28.1% | -35.3% | -14.3% |
| 1Y | -17.6% | +50.0% | -67.6% | -27.8% |
| 3Y | +61.1% | +24.1% | +37.0% | +49.5% |
| 5Y | +87.9% | +25.0% | +62.9% | +66.7% |
| All | +82.2% | +87.7% | -5.4% | +20.5% |
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