+42.9%
BMY vs DRI
+69.5%
-26.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.1% |
| 7D | +1.8% | +4.2% | -2.5% | +1.1% |
| 30D | +6.2% | +15.7% | -9.5% | +3.8% |
| 3M | -2.1% | +5.8% | -7.9% | -3.1% |
| 6M | +14.3% | +18.4% | -4.2% | +10.8% |
| YTD | +21.6% | +28.2% | -6.6% | +16.0% |
| 1Y | +38.8% | +35.9% | +2.9% | +31.1% |
| 3Y | +42.9% | +67.7% | -24.8% | +26.5% |
| All | +42.9% | +69.5% | -26.5% | +26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling