+1,016.5%
BSX vs WMB
+6,571.8%
-5,555.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | +2.0% | +0.6% | +1.5% | +2.0% |
| 30D | +0.1% | +3.3% | -3.1% | -0.4% |
| 3M | -2.1% | +3.1% | -5.3% | -2.8% |
| 6M | -33.8% | -0.7% | -33.1% | -33.9% |
| YTD | -49.9% | +25.2% | -75.0% | -51.6% |
| 1Y | -55.4% | +32.9% | -88.3% | -57.5% |
| 3Y | -10.9% | +140.6% | -151.4% | -22.4% |
| 5Y | +6.4% | +273.5% | -267.0% | -13.7% |
| 10Y | +97.0% | +334.2% | -237.2% | +52.2% |
| All | +1,016.5% | +6,571.8% | -5,555.3% | +390.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling