+50.0%
BMY vs BTDR
-4.8%
+54.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.8% | -1.9% |
| 7D | +0.4% | +20.0% | -19.6% | +0.4% |
| 30D | +5.0% | +11.9% | -6.9% | +5.1% |
| 3M | +19.4% | -36.9% | +56.3% | +19.0% |
| 6M | +9.5% | +56.5% | -47.0% | +8.5% |
| YTD | +28.1% | +10.4% | +17.6% | +26.7% |
| 1Y | +50.0% | +3.1% | +46.9% | +44.4% |
| All | +50.0% | -4.8% | +54.8% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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