+45.6%
BMY vs BTDR
-69.9%
+115.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -5.6% | +9.7% | +4.0% |
| 7D | +6.0% | -17.6% | +23.5% | +5.9% |
| 30D | +9.1% | -40.3% | +49.4% | +9.0% |
| 3M | -2.6% | -42.6% | +40.0% | -2.7% |
| 6M | +13.1% | -46.3% | +59.4% | +11.9% |
| YTD | +23.0% | -41.7% | +64.8% | +20.6% |
| 1Y | +45.6% | -69.4% | +115.0% | +47.1% |
| All | +45.6% | -69.9% | +115.4% | +47.1% |
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