+28,589.7%
WM vs BBY
+89,950.0%
-61,360.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.7% | -6.5% | -0.5% |
| 7D | -0.5% | +10.5% | -11.0% | -1.5% |
| 30D | +13.3% | +22.1% | -8.8% | +10.9% |
| 3M | +4.4% | +31.0% | -26.6% | +1.4% |
| 6M | +10.8% | +83.2% | -72.4% | +3.7% |
| YTD | +9.1% | +65.1% | -56.0% | +2.9% |
| 1Y | +19.1% | +41.6% | -22.5% | +14.1% |
| 3Y | +45.7% | +95.6% | -49.9% | +32.7% |
| 5Y | +60.4% | +1.0% | +59.5% | +54.6% |
| 10Y | +328.7% | +296.9% | +31.8% | +252.3% |
| All | +28,589.7% | +89,950.0% | -61,360.3% | +14,550.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling