+45.0%
AAPL vs WMT
+7.0%
+38.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.6% |
| 7D | +3.8% | 0.0% | +3.8% | +3.8% |
| 30D | +9.9% | -7.4% | +17.3% | +10.4% |
| 3M | +12.5% | -10.9% | +23.4% | +12.8% |
| 6M | +27.6% | -12.7% | +40.3% | +28.1% |
| YTD | +22.6% | -3.2% | +25.8% | +23.0% |
| 1Y | +45.0% | +5.3% | +39.7% | +47.2% |
| All | +45.0% | +7.0% | +38.0% | +47.2% |
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