+26,336.4%
WM vs BBY
+75,590.7%
-49,254.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.4% | -1.6% |
| 7D | -0.3% | +9.5% | -9.8% | -1.3% |
| 30D | -2.4% | +6.8% | -9.2% | -3.1% |
| 3M | +0.4% | +28.9% | -28.4% | -2.3% |
| 6M | -9.5% | +37.8% | -47.3% | -12.8% |
| YTD | +0.5% | +38.7% | -38.2% | -3.4% |
| 1Y | -1.1% | +23.7% | -24.8% | -4.0% |
| 3Y | +46.0% | +39.1% | +6.9% | +38.0% |
| 5Y | +51.8% | -0.4% | +52.2% | +46.5% |
| 10Y | +307.5% | +234.0% | +73.5% | +241.2% |
| All | +26,336.4% | +75,590.7% | -49,254.3% | +13,655.6% |
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