+45.6%
BMY vs SPYM
+14.7%
+30.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.4% | +3.6% |
| 7D | +6.0% | -0.7% | +6.7% | +6.1% |
| 30D | +9.1% | -1.1% | +10.2% | +9.3% |
| 3M | -2.6% | -0.3% | -2.3% | -2.6% |
| 6M | +13.1% | +7.3% | +5.8% | +9.5% |
| YTD | +23.0% | +13.4% | +9.6% | +15.3% |
| 1Y | +45.6% | +14.8% | +30.7% | +35.0% |
| All | +45.6% | +14.7% | +30.8% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYM.
Daily Out/Under-Performance
Portfolio return minus SPYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYM 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 SPYM 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