+91.9%
BMAY price history and return analytics
+165.9%
-74.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -0.2% | -0.1% | 0.0% | -0.1% |
| 30D | -0.4% | -0.7% | +0.3% | 0.0% |
| 3M | +3.2% | +4.0% | -0.8% | +0.6% |
| 6M | +7.1% | +12.3% | -5.2% | -0.7% |
| YTD | +7.9% | +14.0% | -6.2% | -1.1% |
| 1Y | +11.2% | +20.3% | -9.1% | -1.7% |
| 3Y | +51.4% | +75.4% | -24.0% | +4.3% |
| 5Y | +51.1% | +66.0% | -14.9% | +5.8% |
| All | +91.9% | +165.9% | -74.0% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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