+24.3%
BMY vs WCC
+228.2%
-203.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.3% |
| 7D | -4.8% | +6.8% | -11.6% | -5.3% |
| 30D | -0.7% | -3.0% | +2.3% | -0.5% |
| 3M | +15.3% | +0.2% | +15.1% | +15.0% |
| 6M | +8.5% | +33.2% | -24.6% | +5.6% |
| YTD | +23.4% | +45.8% | -22.4% | +19.2% |
| 1Y | +42.9% | +68.4% | -25.5% | +36.5% |
| 3Y | +22.0% | +131.1% | -109.2% | +13.5% |
| 5Y | +24.3% | +225.6% | -201.3% | +11.0% |
| All | +24.3% | +228.2% | -203.9% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling