+213.1%
BMY vs ASX
+3,544.9%
-3,331.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.6% | -6.4% | -0.5% |
| 7D | -2.0% | +0.8% | -2.8% | -2.4% |
| 30D | +9.3% | -20.4% | +29.7% | +11.0% |
| 3M | -0.1% | -2.1% | +2.1% | -0.9% |
| 6M | +15.5% | +8.2% | +7.2% | +12.1% |
| YTD | +21.8% | +137.3% | -115.5% | +8.4% |
| 1Y | +34.9% | +155.0% | -120.1% | +18.9% |
| 3Y | +43.2% | +397.9% | -354.8% | +15.3% |
| 5Y | +30.7% | +529.2% | -498.5% | +0.7% |
| 10Y | +59.3% | +1,007.5% | -948.2% | +10.7% |
| All | +213.1% | +3,544.9% | -3,331.8% | +77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling