+41.7%
BMY vs DOW
+29.9%
+11.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.0% |
| 7D | -6.4% | -2.4% | -4.0% | -6.4% |
| 30D | +0.2% | -4.1% | +4.3% | +0.1% |
| 3M | +16.0% | -12.4% | +28.4% | +15.4% |
| 6M | +8.3% | -10.6% | +18.9% | +7.4% |
| YTD | +22.2% | +31.1% | -8.9% | +20.8% |
| 1Y | +41.7% | +30.5% | +11.2% | +40.5% |
| All | +41.7% | +29.9% | +11.8% | +40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling