+24.3%
BMY vs DOW
-35.8%
+60.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | -0.4% |
| 7D | -4.8% | -6.0% | +1.2% | -4.2% |
| 30D | -0.7% | -2.7% | +2.1% | -0.5% |
| 3M | +15.3% | -10.5% | +25.8% | +16.4% |
| 6M | +8.5% | -12.4% | +21.0% | +9.0% |
| YTD | +23.4% | +30.0% | -6.6% | +16.8% |
| 1Y | +42.9% | +27.8% | +15.1% | +34.9% |
| 3Y | +22.0% | -34.9% | +56.9% | +25.7% |
| 5Y | +24.3% | -35.9% | +60.2% | +28.5% |
| All | +24.3% | -35.8% | +60.2% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling