+1,568.7%
BMY vs WWD
+14,675.7%
-13,107.0%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.9% |
| 7D | +2.1% | +4.0% | -1.9% | +1.5% |
| 30D | +7.0% | +0.4% | +6.6% | +6.7% |
| 3M | -0.9% | -7.9% | +7.0% | 0.0% |
| 6M | +14.9% | -10.6% | +25.6% | +16.1% |
| YTD | +22.8% | +9.4% | +13.4% | +19.9% |
| 1Y | +36.2% | +25.7% | +10.5% | +30.1% |
| 3Y | +45.7% | +148.5% | -102.9% | +24.0% |
| 5Y | +31.3% | +189.5% | -158.2% | +7.6% |
| 10Y | +60.6% | +451.8% | -391.2% | +14.4% |
| All | +1,568.7% | +14,675.7% | -13,107.0% | +722.7% |
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