+50.0%
BMY vs DRI
+6.9%
+43.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.8% |
| 7D | +0.4% | +0.6% | -0.2% | +0.3% |
| 30D | +5.0% | +3.8% | +1.2% | +4.4% |
| 3M | +19.4% | +13.0% | +6.4% | +16.7% |
| 6M | +9.5% | +8.3% | +1.2% | +7.6% |
| YTD | +28.1% | +20.6% | +7.4% | +23.5% |
| 1Y | +50.0% | +6.5% | +43.5% | +47.4% |
| All | +50.0% | +6.9% | +43.0% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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