+17,845.4%
WDC vs BMY
+1,782.2%
+16,063.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.9% | +7.7% | +6.5% |
| 7D | +1.7% | +0.4% | +1.4% | +1.6% |
| 30D | -10.0% | +5.0% | -15.0% | -11.7% |
| 3M | -18.8% | +19.4% | -38.1% | -24.5% |
| 6M | +79.0% | +9.5% | +69.5% | +70.8% |
| YTD | +171.6% | +28.1% | +143.5% | +144.5% |
| 1Y | +417.4% | +50.0% | +367.4% | +338.7% |
| 3Y | +1,251.8% | +24.1% | +1,227.7% | +1,084.1% |
| 5Y | +911.7% | +25.0% | +886.7% | +770.8% |
| 10Y | +1,399.6% | +68.7% | +1,331.0% | +1,028.3% |
| All | +17,845.4% | +1,782.2% | +16,063.2% | +3,321.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling