+42.9%
BMY vs ASX
+275.6%
-232.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -4.0% | -0.3% |
| 7D | -4.8% | +11.1% | -15.9% | -4.6% |
| 30D | -0.7% | +9.6% | -10.3% | -0.4% |
| 3M | +15.3% | +18.6% | -3.3% | +14.8% |
| 6M | +8.5% | +92.1% | -83.6% | +3.7% |
| YTD | +23.4% | +158.5% | -135.0% | +17.0% |
| 1Y | +42.9% | +271.9% | -229.0% | +37.3% |
| All | +42.9% | +275.6% | -232.7% | +37.3% |
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