+29.9%
AAPL vs WMT
+27.5%
+2.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.5% | +1.9% | +4.9% |
| 7D | +1.7% | +8.8% | -7.1% | +0.8% |
| 30D | +5.0% | +22.9% | -17.9% | +2.9% |
| 3M | +13.1% | +16.1% | -3.0% | +11.4% |
| 6M | +26.5% | -0.5% | +26.9% | +24.8% |
| YTD | +28.9% | +16.7% | +12.2% | +26.5% |
| 1Y | +29.9% | +27.4% | +2.5% | +29.6% |
| All | +29.9% | +27.5% | +2.4% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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