+3.3%
DHR vs BMY
+40.8%
-37.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -3.6% | -4.8% | +1.1% | -2.0% |
| 30D | -2.7% | -0.1% | -2.7% | -2.8% |
| 3M | +10.9% | +13.1% | -2.2% | +5.7% |
| 6M | +3.0% | +8.4% | -5.4% | -0.5% |
| YTD | -12.2% | +22.0% | -34.2% | -19.4% |
| 1Y | +3.3% | +40.3% | -37.0% | -8.2% |
| All | +3.3% | +40.8% | -37.5% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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