+6.7%
AMZN vs WMT
+27.5%
-20.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.5% | +2.7% | +6.4% |
| 7D | +4.5% | +8.8% | -4.3% | +5.4% |
| 30D | +5.8% | +22.9% | -17.1% | +7.8% |
| 3M | -4.1% | +16.1% | -20.2% | -2.6% |
| 6M | -2.2% | -0.5% | -1.7% | -2.3% |
| YTD | +15.3% | +16.7% | -1.4% | +17.5% |
| 1Y | +6.7% | +27.4% | -20.7% | +9.1% |
| All | +6.7% | +27.5% | -20.8% | +9.1% |
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 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