+45.1%
BMY vs MPC
+124.8%
-79.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.3% | -5.5% | -3.1% |
| 7D | -3.3% | +3.9% | -7.2% | -3.3% |
| 30D | 0.0% | +33.8% | -33.8% | +0.5% |
| 3M | +17.7% | +49.9% | -32.1% | +18.9% |
| 6M | +9.6% | +80.9% | -71.3% | +10.9% |
| YTD | +24.0% | +147.4% | -123.4% | +25.0% |
| 1Y | +45.1% | +123.2% | -78.1% | +48.0% |
| All | +45.1% | +124.8% | -79.7% | +48.0% |
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