+1,127.7%
RSP vs BMY
+543.5%
+584.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.2% |
| 7D | -0.8% | +0.4% | -1.1% | -0.9% |
| 30D | -0.3% | +5.0% | -5.3% | -2.2% |
| 3M | +4.3% | +19.4% | -15.1% | -3.0% |
| 6M | +8.8% | +9.5% | -0.7% | +4.3% |
| YTD | +15.3% | +28.1% | -12.8% | +3.8% |
| 1Y | +18.3% | +50.0% | -31.7% | -0.4% |
| 3Y | +52.8% | +24.1% | +28.7% | +34.8% |
| 5Y | +51.7% | +25.0% | +26.7% | +31.8% |
| 10Y | +208.5% | +68.7% | +139.8% | +125.5% |
| All | +1,127.7% | +543.5% | +584.2% | +314.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling