+16.2%
RSP vs BMY
+44.4%
-28.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.9% |
| 7D | -1.8% | -4.8% | +3.0% | -1.2% |
| 30D | -2.5% | -0.7% | -1.9% | -2.4% |
| 3M | +3.0% | +15.3% | -12.3% | +1.0% |
| 6M | +8.9% | +8.5% | +0.4% | +7.6% |
| YTD | +13.0% | +23.4% | -10.5% | +10.0% |
| 1Y | +16.2% | +42.9% | -26.7% | +11.8% |
| All | +16.2% | +44.4% | -28.2% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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