+50.0%
BMY vs PSX
+101.0%
-51.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.0% | -1.9% |
| 7D | +0.4% | +4.5% | -4.2% | +0.3% |
| 30D | +5.0% | +26.6% | -21.6% | +5.0% |
| 3M | +19.4% | +39.3% | -19.9% | +19.3% |
| 6M | +9.5% | +56.8% | -47.3% | +9.5% |
| YTD | +28.1% | +101.8% | -73.8% | +28.3% |
| 1Y | +50.0% | +99.6% | -49.6% | +51.4% |
| All | +50.0% | +101.0% | -51.1% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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