+45.6%
BMY vs WETO
-99.3%
+144.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +11.4% | -7.4% | +4.0% |
| 7D | +6.0% | +3.6% | +2.4% | +6.0% |
| 30D | +9.1% | -17.2% | +26.4% | +9.1% |
| 3M | -2.6% | -83.7% | +81.1% | -2.3% |
| 6M | +13.1% | -98.3% | +111.4% | +13.3% |
| YTD | +23.0% | -99.0% | +122.0% | +27.3% |
| 1Y | +45.6% | -99.4% | +144.9% | +57.4% |
| All | +45.6% | -99.3% | +144.9% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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