+45.6%
BMY vs SIRI
+59.9%
-14.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.4% | -4.4% | +3.1% |
| 7D | +6.0% | +22.3% | -16.3% | +3.9% |
| 30D | +9.1% | +26.9% | -17.8% | +6.7% |
| 3M | -2.6% | +9.6% | -12.2% | -3.7% |
| 6M | +13.1% | +27.2% | -14.0% | +10.3% |
| YTD | +23.0% | +72.4% | -49.4% | +12.6% |
| 1Y | +45.6% | +59.9% | -14.4% | +35.8% |
| All | +45.6% | +59.9% | -14.3% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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