+55.3%
BE vs WMT
+27.5%
+27.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.5% | -9.8% | -4.1% |
| 7D | -12.1% | +8.8% | -20.9% | -6.9% |
| 30D | -30.1% | +22.9% | -53.0% | -20.5% |
| 3M | -12.1% | +16.1% | -28.2% | -2.7% |
| 6M | -30.6% | -0.5% | -30.1% | -25.7% |
| YTD | +130.6% | +16.7% | +114.0% | +157.6% |
| 1Y | +55.3% | +27.4% | +27.9% | +96.2% |
| All | +55.3% | +27.5% | +27.7% | +96.2% |
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