+1,379.2%
WDC vs BMY
+22.6%
+1,356.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +1.9% |
| 7D | +6.0% | -3.3% | +9.3% | +5.7% |
| 30D | +9.9% | 0.0% | +10.0% | +9.9% |
| 3M | -9.4% | +17.7% | -27.1% | -8.2% |
| 6M | +94.7% | +9.6% | +85.1% | +97.6% |
| YTD | +177.4% | +24.0% | +153.4% | +181.1% |
| 1Y | +412.6% | +45.1% | +367.5% | +418.6% |
| All | +1,379.2% | +22.6% | +1,356.5% | +1,664.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling