+45.6%
BMY vs ASX
+144.4%
-98.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.9% | +8.0% | +3.7% |
| 7D | +6.0% | -14.6% | +20.6% | +4.9% |
| 30D | +9.1% | -21.1% | +30.2% | +7.9% |
| 3M | -2.6% | -3.1% | +0.5% | -2.9% |
| 6M | +13.1% | +17.4% | -4.2% | +11.0% |
| YTD | +23.0% | +135.3% | -112.3% | +16.1% |
| 1Y | +45.6% | +146.5% | -100.9% | +36.9% |
| All | +45.6% | +144.4% | -98.9% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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