+21.0%
DHR vs BMY
+44.8%
-23.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | -0.2% |
| 7D | +1.2% | +2.1% | -0.9% | +0.6% |
| 30D | +3.7% | +7.0% | -3.3% | +1.5% |
| 3M | +14.5% | -0.9% | +15.4% | +14.5% |
| 6M | +40.9% | +14.9% | +26.0% | +34.0% |
| YTD | +2.4% | +22.8% | -20.4% | -5.0% |
| 1Y | +6.1% | +36.2% | -30.1% | -5.0% |
| 3Y | +21.0% | +45.7% | -24.7% | +5.4% |
| All | +21.0% | +44.8% | -23.8% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling