+42.0%
BMY vs ASX
+329.0%
-287.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.4% | -8.0% | -1.4% |
| 7D | -0.5% | -19.9% | +19.4% | -0.9% |
| 30D | +4.1% | -30.9% | +35.0% | +3.5% |
| 3M | -2.1% | -15.1% | +13.0% | -2.6% |
| 6M | +12.2% | -6.5% | +18.7% | +10.8% |
| YTD | +20.3% | +98.4% | -78.1% | +15.9% |
| 1Y | +39.2% | +107.9% | -68.7% | +33.8% |
| All | +42.0% | +329.0% | -287.0% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling