+1,425.2%
AMAT vs WMT
+526.6%
+898.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.0% |
| 7D | +7.0% | -2.7% | +9.7% | +8.0% |
| 30D | -20.6% | +11.1% | -31.7% | -23.8% |
| 3M | -24.8% | +11.2% | -36.0% | -28.2% |
| 6M | -10.7% | -1.3% | -9.5% | -11.6% |
| YTD | +54.3% | +13.5% | +40.8% | +42.9% |
| 1Y | +73.7% | +22.5% | +51.2% | +54.8% |
| 3Y | +168.4% | +134.1% | +34.3% | +68.6% |
| 5Y | +167.6% | +170.3% | -2.7% | +52.7% |
| 10Y | +1,425.2% | +525.5% | +899.7% | +577.1% |
| All | +1,425.2% | +526.6% | +898.6% | +577.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling