+59.7%
WM vs BBY
-2.4%
+62.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | +1.2% | +4.2% | -3.0% | +0.9% |
| 30D | +13.1% | +17.8% | -4.7% | +11.8% |
| 3M | +3.6% | +25.8% | -22.2% | +1.9% |
| 6M | +8.1% | +73.8% | -65.7% | +3.7% |
| YTD | +8.9% | +54.7% | -45.8% | +5.3% |
| 1Y | +20.3% | +33.4% | -13.1% | +17.6% |
| 3Y | +46.2% | +72.2% | -26.0% | +36.9% |
| All | +59.7% | -2.4% | +62.2% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling