+34.6%
BMY vs DAR
+57.3%
-22.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +0.9% |
| 7D | +1.8% | -3.8% | +5.6% | +1.5% |
| 30D | +6.2% | -14.4% | +20.6% | +5.2% |
| 3M | -2.1% | -17.9% | +15.8% | -3.3% |
| 6M | +14.3% | -18.3% | +32.6% | +13.4% |
| YTD | +21.6% | +43.2% | -21.6% | +19.5% |
| All | +34.6% | +57.3% | -22.6% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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