+344.6%
BMY vs TRGP
+2,231.3%
-1,886.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.8% |
| 7D | +0.4% | +0.8% | -0.4% | +0.3% |
| 30D | +5.0% | +11.5% | -6.5% | +3.9% |
| 3M | +19.4% | +9.0% | +10.4% | +18.3% |
| 6M | +9.5% | +20.5% | -11.0% | +7.5% |
| YTD | +28.1% | +59.5% | -31.5% | +22.4% |
| 1Y | +50.0% | +77.9% | -27.9% | +41.8% |
| 3Y | +24.1% | +253.6% | -229.5% | +9.3% |
| 5Y | +25.0% | +615.5% | -590.5% | +2.2% |
| 10Y | +68.7% | +897.1% | -828.4% | +24.8% |
| All | +344.6% | +2,231.3% | -1,886.7% | +149.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 all: compounded portfolio wealth divided by compounded TRGP 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…
all analysis · Full analysis span regression · 6 months rolling