+45.6%
BMY vs MPC
+122.9%
-77.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -8.1% | +12.1% | +3.5% |
| 7D | +6.0% | -10.9% | +16.9% | +5.4% |
| 30D | +9.1% | -9.4% | +18.6% | +8.6% |
| 3M | -2.6% | +26.0% | -28.5% | -2.1% |
| 6M | +13.1% | +56.5% | -43.4% | +14.7% |
| YTD | +23.0% | +144.3% | -121.2% | +24.0% |
| 1Y | +45.6% | +117.2% | -71.7% | +47.1% |
| All | +45.6% | +122.9% | -77.4% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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