+45.6%
BMY vs TRI
-22.4%
+68.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.4% | -2.4% | +3.5% |
| 7D | +6.0% | +1.0% | +5.0% | +5.9% |
| 30D | +9.1% | +20.8% | -11.6% | +7.9% |
| 3M | -2.6% | +8.1% | -10.7% | -3.2% |
| 6M | +13.1% | +24.2% | -11.0% | +11.3% |
| YTD | +23.0% | -7.8% | +30.8% | +23.1% |
| 1Y | +45.6% | -16.7% | +62.2% | +46.4% |
| All | +45.6% | -22.4% | +68.0% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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