+62.7%
BMY vs WEC
+148.5%
-85.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -4.8% | +0.4% | -5.2% | -4.9% |
| 30D | -0.7% | +0.9% | -1.6% | -1.0% |
| 3M | +15.3% | -5.3% | +20.7% | +17.1% |
| 6M | +8.5% | -6.6% | +15.1% | +10.7% |
| YTD | +23.4% | +3.3% | +20.2% | +22.3% |
| 1Y | +42.9% | +2.1% | +40.9% | +41.8% |
| 3Y | +22.0% | +39.6% | -17.6% | +10.5% |
| 5Y | +24.3% | +31.2% | -6.8% | +13.6% |
| All | +62.7% | +148.5% | -85.8% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling