-40.1%
WDC vs BMY
+15.9%
-56.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.8% | -6.8% | -3.5% |
| 7D | +12.1% | +2.1% | +10.0% | +14.1% |
| 30D | -18.8% | +7.0% | -25.8% | -13.4% |
| 3M | -39.3% | -0.9% | -38.4% | -39.2% |
| 6M | -40.1% | +14.9% | -55.1% | -23.3% |
| All | -40.1% | +15.9% | -56.1% | -23.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling