+41.7%
BMY vs WCC
+62.7%
-21.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.7% |
| 7D | -6.4% | +1.7% | -8.0% | -6.6% |
| 30D | +0.2% | -6.1% | +6.3% | +0.8% |
| 3M | +16.0% | +3.1% | +12.9% | +14.7% |
| 6M | +8.3% | +28.2% | -19.9% | +1.8% |
| YTD | +22.2% | +41.1% | -18.9% | +11.1% |
| 1Y | +41.7% | +61.3% | -19.6% | +22.2% |
| All | +41.7% | +62.7% | -21.0% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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