+536.0%
BMY price history and return analytics
+360.7%
+175.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.4% |
| 7D | -2.0% | -0.7% | -1.3% | -1.7% |
| 30D | +9.3% | -1.7% | +11.0% | +10.1% |
| 3M | -0.1% | -2.3% | +2.2% | +1.0% |
| 6M | +15.5% | +1.5% | +13.9% | +14.0% |
| YTD | +21.8% | +12.0% | +9.8% | +14.0% |
| 1Y | +34.9% | +12.9% | +22.0% | +25.7% |
| 3Y | +43.2% | +74.9% | -31.8% | +4.6% |
| 5Y | +30.7% | +59.9% | -29.2% | -1.3% |
| 10Y | +59.3% | +224.6% | -165.3% | -20.1% |
| All | +536.0% | +360.7% | +175.3% | +148.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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