+73.1%
BMY vs DOW
-5.5%
+78.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.8% |
| 7D | +2.1% | +5.2% | -3.1% | +1.3% |
| 30D | +7.0% | +13.2% | -6.2% | +5.0% |
| 3M | -0.9% | +10.1% | -11.0% | -2.5% |
| 6M | +14.9% | -13.1% | +28.0% | +16.8% |
| YTD | +22.8% | +46.1% | -23.3% | +13.4% |
| 1Y | +36.2% | +50.0% | -13.8% | +25.0% |
| 3Y | +45.7% | -20.2% | +65.9% | +46.7% |
| 5Y | +31.3% | -27.7% | +59.0% | +33.0% |
| All | +73.1% | -5.5% | +78.6% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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