+70.0%
V vs BMY
+26.9%
+43.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.6% |
| 7D | -1.7% | +0.4% | -2.1% | -1.8% |
| 30D | +2.0% | +5.0% | -3.1% | +0.9% |
| 3M | +17.4% | +19.4% | -2.0% | +13.0% |
| 6M | +17.5% | +9.5% | +8.0% | +15.0% |
| YTD | +7.6% | +28.1% | -20.5% | +1.7% |
| 1Y | +7.7% | +50.0% | -42.3% | -1.9% |
| 3Y | +54.7% | +24.1% | +30.6% | +48.6% |
| All | +70.0% | +26.9% | +43.1% | +73.7% |
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