+64.6%
BMY vs DRI
+348.4%
-283.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | -4.8% | -4.8% | 0.0% | -4.2% |
| 30D | -0.7% | -3.9% | +3.3% | -0.2% |
| 3M | +15.3% | +5.1% | +10.2% | +14.4% |
| 6M | +8.5% | +5.5% | +3.0% | +7.5% |
| YTD | +23.4% | +16.5% | +7.0% | +20.6% |
| 1Y | +42.9% | +2.0% | +40.9% | +41.9% |
| 3Y | +22.0% | +54.5% | -32.5% | +14.1% |
| 5Y | +24.3% | +66.6% | -42.3% | +14.1% |
| 10Y | +64.6% | +353.6% | -289.0% | +31.1% |
| All | +64.6% | +348.4% | -283.8% | +31.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling