+229.2%
BMY vs ASX
+3,515.0%
-3,285.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | +0.4% | -0.7% | +1.1% | +0.4% |
| 30D | +5.0% | +2.0% | +3.0% | +4.7% |
| 3M | +19.4% | -1.3% | +20.7% | +18.5% |
| 6M | +9.5% | +71.4% | -61.9% | +2.0% |
| YTD | +28.1% | +135.3% | -107.3% | +15.1% |
| 1Y | +50.0% | +267.5% | -217.5% | +28.0% |
| 3Y | +24.1% | +388.5% | -364.4% | +1.0% |
| 5Y | +25.0% | +417.1% | -392.1% | -0.7% |
| 10Y | +68.7% | +872.7% | -804.1% | +19.9% |
| All | +229.2% | +3,515.0% | -3,285.9% | +88.1% |
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