+532.2%
BE vs WMT
+176.1%
+356.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.4% | -5.0% |
| 7D | +10.8% | +2.0% | +8.8% | +10.7% |
| 30D | -19.8% | +10.3% | -30.1% | -20.5% |
| 3M | -18.7% | +11.0% | -29.7% | -19.6% |
| 6M | -33.7% | -2.3% | -31.4% | -32.8% |
| YTD | +121.0% | +15.7% | +105.3% | +112.2% |
| 1Y | +85.4% | +26.0% | +59.4% | +73.3% |
| 3Y | +1,709.5% | +136.5% | +1,573.0% | +1,225.7% |
| All | +532.2% | +176.1% | +356.1% | +316.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling