+36.2%
BMY vs RIG
+34.1%
+2.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.1% | -2.4% | +1.8% |
| 7D | +2.1% | +5.7% | -3.6% | +2.2% |
| 30D | +7.0% | -0.7% | +7.7% | +6.9% |
| 3M | -0.9% | -3.1% | +2.3% | -0.9% |
| 6M | +14.9% | -16.3% | +31.2% | +14.7% |
| YTD | +22.8% | +34.1% | -11.3% | +19.3% |
| 1Y | +36.2% | +38.2% | -1.9% | +31.8% |
| All | +36.2% | +34.1% | +2.1% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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