+42.9%
BMY vs DRI
+3.0%
+39.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | -4.8% | -4.8% | 0.0% | -4.1% |
| 30D | -0.7% | -3.9% | +3.3% | -0.2% |
| 3M | +15.3% | +5.1% | +10.2% | +14.0% |
| 6M | +8.5% | +5.5% | +3.0% | +7.0% |
| YTD | +23.4% | +16.5% | +7.0% | +19.7% |
| 1Y | +42.9% | +2.0% | +40.9% | +41.2% |
| All | +42.9% | +3.0% | +39.9% | +41.2% |
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