+5.3%
WMT vs BMY
+40.8%
-35.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | 0.0% | -4.8% | +4.8% | +1.1% |
| 30D | -7.4% | -0.1% | -7.3% | -7.1% |
| 3M | -10.9% | +13.1% | -24.0% | -12.9% |
| 6M | -12.7% | +8.4% | -21.1% | -14.3% |
| YTD | -3.2% | +22.0% | -25.2% | -5.3% |
| 1Y | +5.3% | +40.3% | -35.0% | +2.0% |
| All | +5.3% | +40.8% | -35.5% | +2.0% |
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