+121,410.5%
AAPL vs WMT
+9,397.9%
+112,012.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.8% |
| 7D | -2.7% | +0.1% | -2.9% | -2.8% |
| 30D | +1.0% | -5.0% | +6.0% | +2.8% |
| 3M | +5.0% | -11.3% | +16.2% | +9.7% |
| 6M | +23.0% | -13.8% | +36.8% | +29.4% |
| YTD | +16.6% | -4.2% | +20.8% | +17.1% |
| 1Y | +33.4% | +4.6% | +28.9% | +28.8% |
| 3Y | +79.9% | +100.5% | -20.6% | +32.3% |
| 5Y | +109.0% | +129.7% | -20.7% | +44.0% |
| 10Y | +1,210.4% | +423.4% | +787.0% | +543.9% |
| All | +121,410.5% | +9,397.9% | +112,012.6% | +14,464.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling