+45.7%
BMY vs WCN
+52.1%
-6.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +2.1% | +2.6% | -0.5% | +1.4% |
| 30D | +7.0% | +23.9% | -16.9% | +1.5% |
| 3M | -0.9% | +17.4% | -18.3% | -4.8% |
| 6M | +14.9% | +28.0% | -13.1% | +8.3% |
| YTD | +22.8% | +11.6% | +11.3% | +18.5% |
| 1Y | +36.2% | +16.9% | +19.4% | +30.1% |
| 3Y | +45.7% | +51.6% | -5.9% | +28.1% |
| All | +45.7% | +52.1% | -6.4% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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