+88.5%
WDC vs BMY
+35.2%
+53.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.8% | -6.8% | -4.3% |
| 7D | +12.1% | +2.1% | +10.0% | +13.0% |
| 30D | -18.8% | +7.0% | -25.8% | -16.3% |
| 3M | -39.3% | -0.9% | -38.4% | -38.8% |
| 6M | -40.1% | +14.9% | -55.1% | -36.0% |
| YTD | +71.8% | +22.8% | +49.0% | +85.8% |
| 1Y | +88.5% | +36.2% | +52.2% | +101.5% |
| All | +88.5% | +35.2% | +53.3% | +101.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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