+50.0%
BMY vs HIG
+5.1%
+44.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.5% |
| 7D | +0.4% | +0.3% | +0.1% | +0.3% |
| 30D | +5.0% | -3.2% | +8.2% | +6.2% |
| 3M | +19.4% | +9.1% | +10.2% | +15.5% |
| 6M | +9.5% | -1.8% | +11.3% | +9.2% |
| YTD | +28.1% | +1.8% | +26.3% | +26.6% |
| 1Y | +50.0% | +4.6% | +45.4% | +45.2% |
| All | +50.0% | +5.1% | +44.9% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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