+8,919.3%
WMT vs BMY
+1,722.2%
+7,197.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.2% |
| 7D | +0.1% | -3.3% | +3.5% | +1.0% |
| 30D | -5.0% | 0.0% | -4.9% | -4.9% |
| 3M | -11.3% | +17.7% | -29.0% | -15.1% |
| 6M | -13.8% | +9.6% | -23.4% | -16.1% |
| YTD | -4.2% | +24.0% | -28.2% | -9.8% |
| 1Y | +4.6% | +45.1% | -40.6% | -5.8% |
| 3Y | +100.5% | +22.5% | +78.0% | +84.9% |
| 5Y | +129.7% | +22.3% | +107.4% | +110.1% |
| 10Y | +423.4% | +62.0% | +361.5% | +327.8% |
| All | +8,919.3% | +1,722.2% | +7,197.1% | +1,864.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling