+7.0%
WMT vs BMY
+47.1%
-40.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.8% |
| 7D | +3.9% | +0.4% | +3.6% | +3.9% |
| 30D | -4.4% | +5.0% | -9.4% | -5.2% |
| 3M | -8.8% | +19.4% | -28.2% | -11.9% |
| 6M | -15.6% | +9.5% | -25.2% | -17.7% |
| YTD | -3.2% | +28.1% | -31.3% | -6.3% |
| 1Y | +7.0% | +50.0% | -42.9% | +2.9% |
| All | +7.0% | +47.1% | -40.1% | +2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling