+212.8%
RDDT vs BMY
+38.2%
+174.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.5% |
| 7D | +2.1% | -4.8% | +6.9% | +1.2% |
| 30D | +2.8% | -0.1% | +2.9% | +2.9% |
| 3M | -8.9% | +13.1% | -22.0% | -6.3% |
| 6M | +15.1% | +8.4% | +6.7% | +17.4% |
| YTD | -31.4% | +22.0% | -53.3% | -28.4% |
| 1Y | -39.4% | +40.3% | -79.7% | -34.9% |
| All | +212.8% | +38.2% | +174.6% | +284.6% |
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 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