+61,719.3%
DHR vs BMY
+1,705.2%
+60,014.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | -0.1% |
| 7D | +1.2% | +2.1% | -0.9% | +0.6% |
| 30D | +3.7% | +7.0% | -3.3% | +1.6% |
| 3M | +14.5% | -0.9% | +15.4% | +14.4% |
| 6M | +40.9% | +14.9% | +26.0% | +34.6% |
| YTD | +2.4% | +22.8% | -20.4% | -4.3% |
| 1Y | +6.1% | +36.2% | -30.1% | -3.9% |
| 3Y | +21.0% | +45.7% | -24.7% | +6.0% |
| 5Y | -11.4% | +31.3% | -42.7% | -20.4% |
| 10Y | +241.8% | +60.6% | +181.2% | +184.9% |
| All | +61,719.3% | +1,705.2% | +60,014.1% | +20,179.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling