+1,555.1%
BMY vs WWD
+15,065.0%
-13,509.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | -2.0% | +3.7% | -5.7% | -2.6% |
| 30D | +9.3% | +1.8% | +7.5% | +8.8% |
| 3M | -0.1% | -5.0% | +4.9% | +0.4% |
| 6M | +15.5% | -8.4% | +23.9% | +16.2% |
| YTD | +21.8% | +12.3% | +9.5% | +18.5% |
| 1Y | +34.9% | +26.2% | +8.6% | +28.7% |
| 3Y | +43.2% | +154.6% | -111.4% | +21.4% |
| 5Y | +30.7% | +195.3% | -164.5% | +6.8% |
| 10Y | +59.3% | +466.3% | -407.0% | +13.1% |
| All | +1,555.1% | +15,065.0% | -13,509.9% | +712.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 all: compounded portfolio wealth divided by compounded WWD 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…
all analysis · Full analysis span regression · 6 months rolling