+1,749.1%
BMY vs WEC
+3,978.4%
-2,229.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | +0.4% | -0.3% | +0.6% | +0.5% |
| 30D | +5.0% | -1.3% | +6.3% | +5.4% |
| 3M | +19.4% | -3.9% | +23.3% | +21.1% |
| 6M | +9.5% | -8.3% | +17.8% | +13.0% |
| YTD | +28.1% | +3.1% | +25.0% | +26.5% |
| 1Y | +50.0% | +1.9% | +48.0% | +48.5% |
| 3Y | +24.1% | +41.9% | -17.8% | +8.3% |
| 5Y | +25.0% | +30.8% | -5.8% | +10.9% |
| 10Y | +68.7% | +141.9% | -73.3% | +12.8% |
| All | +1,749.1% | +3,978.4% | -2,229.3% | +291.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling