+209.3%
BMY vs ASX
+3,211.4%
-3,002.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.6% | -8.6% | -0.8% |
| 7D | -1.4% | -12.3% | +10.9% | -0.5% |
| 30D | +5.1% | -26.0% | +31.1% | +7.5% |
| 3M | -3.0% | -8.1% | +5.1% | -3.2% |
| 6M | +13.1% | +1.4% | +11.7% | +10.4% |
| YTD | +20.3% | +115.6% | -95.2% | +8.0% |
| 1Y | +39.0% | +128.0% | -89.0% | +24.0% |
| 3Y | +42.0% | +371.4% | -329.4% | +14.8% |
| 5Y | +28.5% | +469.4% | -440.9% | 0.0% |
| 10Y | +57.5% | +842.6% | -785.1% | +11.3% |
| All | +209.3% | +3,211.4% | -3,002.2% | +76.6% |
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 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