+44.5%
BMY vs WMB
+121.3%
-76.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | +0.1% |
| 7D | -2.0% | +1.6% | -3.6% | -2.1% |
| 30D | +9.3% | -7.1% | +16.3% | +9.6% |
| 3M | -0.1% | -4.0% | +3.9% | -0.2% |
| 6M | +15.5% | -5.7% | +21.2% | +15.4% |
| YTD | +21.8% | +17.2% | +4.6% | +18.5% |
| 1Y | +34.9% | +17.2% | +17.7% | +31.1% |
| All | +44.5% | +121.3% | -76.8% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 3y: compounded portfolio wealth divided by compounded WMB 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…
3y analysis · Full analysis span regression · 6 months rolling