+37.3%
BMY vs WST
+52.7%
-15.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -0.6% |
| 7D | -1.4% | +1.3% | -2.7% | -1.6% |
| 30D | +5.1% | +12.9% | -7.8% | +2.7% |
| 3M | -3.0% | +16.7% | -19.7% | -6.0% |
| 6M | +13.1% | +26.8% | -13.8% | +7.4% |
| YTD | +20.3% | +50.5% | -30.2% | +10.1% |
| All | +37.3% | +52.7% | -15.4% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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