+911.5%
BE vs WMT
+316.2%
+595.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +7.6% |
| 7D | +20.0% | +3.9% | +16.0% | +18.9% |
| 30D | +7.9% | -4.4% | +12.3% | +9.0% |
| 3M | -13.2% | -8.8% | -4.4% | -11.8% |
| 6M | +53.5% | -15.6% | +69.1% | +58.6% |
| YTD | +191.0% | -3.2% | +194.2% | +186.2% |
| 1Y | +360.5% | +7.0% | +353.5% | +334.4% |
| 3Y | +1,568.0% | +105.3% | +1,462.7% | +1,115.1% |
| 5Y | +1,055.2% | +129.3% | +925.9% | +696.0% |
| All | +911.5% | +316.2% | +595.3% | +475.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling