+22.3%
BMY vs WMB
+282.7%
-260.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.3% | -5.5% | -3.5% |
| 7D | -3.3% | +0.8% | -4.1% | -3.4% |
| 30D | 0.0% | +7.7% | -7.8% | -1.1% |
| 3M | +17.7% | +6.7% | +11.0% | +16.4% |
| 6M | +9.6% | +3.6% | +6.0% | +8.8% |
| YTD | +24.0% | +28.0% | -4.0% | +19.1% |
| 1Y | +45.1% | +37.6% | +7.5% | +37.6% |
| 3Y | +22.5% | +149.0% | -126.5% | +3.5% |
| 5Y | +22.3% | +285.3% | -263.0% | -3.0% |
| All | +22.3% | +282.7% | -260.4% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling