+64.6%
BMY vs WING
+359.3%
-294.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.5% |
| 7D | -4.8% | -2.3% | -2.5% | -4.7% |
| 30D | -0.7% | -5.6% | +5.0% | -0.5% |
| 3M | +15.3% | -22.9% | +38.2% | +16.5% |
| 6M | +8.5% | -50.4% | +59.0% | +11.8% |
| YTD | +23.4% | -53.3% | +76.8% | +27.1% |
| 1Y | +42.9% | -61.2% | +104.1% | +48.5% |
| 3Y | +22.0% | -30.1% | +52.0% | +17.9% |
| 5Y | +24.3% | -35.0% | +59.3% | +18.9% |
| 10Y | +64.6% | +375.5% | -310.9% | +33.5% |
| All | +64.6% | +359.3% | -294.7% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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