+69.5%
BMY vs DOC
+14.9%
+54.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.4% | -1.6% |
| 7D | +2.8% | +6.2% | -3.4% | +1.3% |
| 30D | +5.9% | +6.5% | -0.5% | +4.3% |
| 3M | -0.8% | -6.2% | +5.5% | +0.7% |
| 6M | +12.1% | +25.6% | -13.5% | +5.6% |
| YTD | +21.0% | +32.1% | -11.1% | +12.2% |
| 1Y | +40.4% | +20.3% | +20.2% | +33.2% |
| 3Y | +36.3% | +42.7% | -6.5% | +23.6% |
| 5Y | +29.3% | -22.2% | +51.4% | +33.1% |
| All | +69.5% | +14.9% | +54.6% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling