+1,218.2%
BE vs WMT
+129.4%
+1,088.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | +9.7% | -2.5% | +12.2% | +10.1% |
| 30D | +22.4% | -6.4% | +28.8% | +23.6% |
| 3M | +10.4% | -12.1% | +22.5% | +12.6% |
| 6M | +67.9% | -15.0% | +82.8% | +71.5% |
| YTD | +197.5% | -4.5% | +202.0% | +191.6% |
| 1Y | +310.6% | +6.2% | +304.4% | +286.8% |
| 3Y | +1,657.2% | +99.9% | +1,557.4% | +1,163.0% |
| 5Y | +1,218.2% | +131.4% | +1,086.7% | +891.1% |
| All | +1,218.2% | +129.4% | +1,088.8% | +891.1% |
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 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