+25.8%
BMY vs RY
+140.8%
-115.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | +0.4% | +3.1% | -2.8% | -0.4% |
| 30D | +5.0% | -0.3% | +5.3% | +5.0% |
| 3M | +19.4% | +8.7% | +10.7% | +16.7% |
| 6M | +9.5% | +28.5% | -19.0% | +2.5% |
| YTD | +28.1% | +25.1% | +3.0% | +20.5% |
| 1Y | +50.0% | +46.3% | +3.7% | +35.7% |
| 3Y | +24.1% | +154.9% | -130.9% | -1.5% |
| All | +25.8% | +140.8% | -115.0% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 5y: compounded portfolio wealth divided by compounded RY 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…
5y analysis · Full analysis span regression · 6 months rolling