+35.6%
BMY vs ROIV
+314.9%
-279.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.2% | -7.7% | -2.5% |
| 7D | -0.5% | +5.3% | -5.9% | -1.4% |
| 30D | +4.1% | +11.9% | -7.8% | +2.3% |
| 3M | -2.1% | +10.7% | -12.8% | -4.1% |
| 6M | +12.2% | +34.9% | -22.7% | +5.5% |
| YTD | +20.3% | +79.2% | -58.8% | +6.6% |
| 1Y | +39.2% | +89.0% | -49.8% | +22.0% |
| 3Y | +35.6% | +337.3% | -301.8% | -2.0% |
| All | +35.6% | +314.9% | -279.4% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling