+46.0%
ASML vs BMY
+40.5%
+5.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.4% | -0.3% |
| 7D | -2.9% | +1.8% | -4.6% | -2.6% |
| 30D | -15.2% | +6.2% | -21.4% | -14.8% |
| 3M | -12.9% | -2.1% | -10.8% | -12.6% |
| 6M | -5.0% | +14.3% | -19.3% | -5.6% |
| YTD | +41.8% | +21.6% | +20.2% | +43.0% |
| 1Y | +46.0% | +38.8% | +7.2% | +46.5% |
| All | +46.0% | +40.5% | +5.5% | +46.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling