+40.3%
BMY vs HRB
-6.2%
+46.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -4.8% | -8.0% | +3.3% | -4.6% |
| 30D | -0.1% | -16.0% | +15.9% | +0.2% |
| 3M | +13.1% | +26.9% | -13.8% | +12.6% |
| 6M | +8.4% | +51.1% | -42.7% | +8.4% |
| YTD | +22.0% | +7.1% | +14.9% | +22.7% |
| 1Y | +40.3% | -9.6% | +49.9% | +46.5% |
| All | +40.3% | -6.2% | +46.5% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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