+188.9%
AMAT vs WMT
+8.1%
+180.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.5% | +4.0% |
| 7D | -1.5% | +3.9% | -5.4% | -0.5% |
| 30D | -14.8% | -4.4% | -10.4% | -15.5% |
| 3M | -9.3% | -8.8% | -0.5% | -10.5% |
| 6M | +27.4% | -15.6% | +43.0% | +24.4% |
| YTD | +77.6% | -3.2% | +80.8% | +79.3% |
| 1Y | +188.9% | +7.0% | +181.9% | +209.9% |
| All | +188.9% | +8.1% | +180.8% | +209.9% |
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