+30.2%
BMY vs WING
+2.4%
+27.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.2% |
| 7D | -2.0% | -0.5% | -1.5% | -2.0% |
| 30D | +9.3% | +32.3% | -23.0% | +9.1% |
| 3M | -0.1% | +50.2% | -50.2% | -0.3% |
| 6M | +15.5% | +31.7% | -16.2% | +15.3% |
| YTD | +21.8% | -29.6% | +51.4% | +21.9% |
| 1Y | +34.9% | -29.7% | +64.6% | +35.0% |
| 3Y | +43.2% | -19.8% | +63.0% | +40.2% |
| All | +30.2% | +2.4% | +27.8% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling