+36.2%
BMY vs SPYM
+12.1%
+24.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +2.1% | +2.6% | -0.5% | +1.5% |
| 30D | +7.0% | -2.0% | +9.0% | +7.4% |
| 3M | -0.9% | -2.8% | +1.9% | -0.3% |
| 6M | +14.9% | +2.2% | +12.8% | +13.6% |
| YTD | +22.8% | +11.5% | +11.3% | +15.5% |
| 1Y | +36.2% | +13.5% | +22.7% | +27.0% |
| All | +36.2% | +12.1% | +24.1% | +27.0% |
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