+45.6%
BMY vs PSX
+97.5%
-51.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.5% | +8.5% | +3.9% |
| 7D | +6.0% | -5.2% | +11.1% | +5.8% |
| 30D | +9.1% | -3.7% | +12.9% | +9.0% |
| 3M | -2.6% | +26.8% | -29.4% | -3.1% |
| 6M | +13.1% | +47.3% | -34.2% | +12.3% |
| YTD | +23.0% | +105.4% | -82.4% | +20.0% |
| 1Y | +45.6% | +96.9% | -51.4% | +41.9% |
| All | +45.6% | +97.5% | -51.9% | +41.9% |
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