+45.6%
BMY vs MP
-35.7%
+81.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -5.1% | +9.1% | +3.9% |
| 7D | +6.0% | -12.5% | +18.5% | +5.8% |
| 30D | +9.1% | -23.3% | +32.5% | +8.8% |
| 3M | -2.6% | -24.4% | +21.8% | -2.7% |
| 6M | +13.1% | -45.8% | +58.9% | +12.2% |
| YTD | +23.0% | -28.9% | +51.9% | +23.2% |
| 1Y | +45.6% | -34.6% | +80.1% | +45.5% |
| All | +45.6% | -35.7% | +81.2% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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