+1,683.3%
BE vs WMT
+99.8%
+1,583.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | +23.9% | -0.2% | +24.2% | +23.9% |
| 30D | +27.8% | -5.8% | +33.7% | +27.6% |
| 3M | +3.7% | -10.8% | +14.5% | +3.9% |
| 6M | +78.0% | -14.3% | +92.3% | +78.0% |
| YTD | +209.9% | -4.4% | +214.3% | +202.5% |
| 1Y | +389.6% | +4.3% | +385.3% | +370.2% |
| All | +1,683.3% | +99.8% | +1,583.5% | +1,254.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling