+87.8%
AAPL vs WMT
+102.3%
-14.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.4% |
| 7D | +3.8% | 0.0% | +3.8% | +3.8% |
| 30D | +9.9% | -7.4% | +17.3% | +12.1% |
| 3M | +12.5% | -10.9% | +23.4% | +15.8% |
| 6M | +27.6% | -12.7% | +40.3% | +31.6% |
| YTD | +22.6% | -3.2% | +25.8% | +21.3% |
| 1Y | +45.0% | +5.3% | +39.7% | +38.8% |
| 3Y | +87.8% | +101.9% | -14.1% | +59.1% |
| All | +87.8% | +102.3% | -14.5% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling