+1,095.2%
BMY vs DRI
+8,070.6%
-6,975.4%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -2.0% | -0.7% | -1.3% | -1.9% |
| 30D | +9.3% | +14.7% | -5.4% | +6.9% |
| 3M | -0.1% | +5.4% | -5.5% | -1.0% |
| 6M | +15.5% | +18.8% | -3.4% | +12.0% |
| YTD | +21.8% | +28.4% | -6.5% | +16.5% |
| 1Y | +34.9% | +37.7% | -2.8% | +27.5% |
| 3Y | +43.2% | +68.0% | -24.8% | +29.9% |
| 5Y | +30.7% | +78.8% | -48.1% | +16.1% |
| 10Y | +59.3% | +334.2% | -274.9% | +14.0% |
| All | +1,095.2% | +8,070.6% | -6,975.4% | +404.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling