+1,709.5%
BE vs WMT
+138.3%
+1,571.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.4% | -4.7% |
| 7D | +10.8% | +2.0% | +8.8% | +11.2% |
| 30D | -19.8% | +10.3% | -30.1% | -18.6% |
| 3M | -18.7% | +11.0% | -29.7% | -17.2% |
| 6M | -33.7% | -2.3% | -31.4% | -31.7% |
| YTD | +121.0% | +15.7% | +105.3% | +121.3% |
| 1Y | +85.4% | +26.0% | +59.4% | +84.2% |
| 3Y | +1,709.5% | +136.5% | +1,573.0% | +1,676.1% |
| All | +1,709.5% | +138.3% | +1,571.2% | +1,676.1% |
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 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