+46.2%
GOOGL vs WMT
+8.1%
+38.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.1% |
| 7D | -2.3% | +3.9% | -6.2% | -2.4% |
| 30D | -6.6% | -4.4% | -2.2% | -6.4% |
| 3M | -8.9% | -8.8% | -0.2% | -8.6% |
| 6M | +11.9% | -15.6% | +27.5% | +12.4% |
| YTD | +8.3% | -3.2% | +11.6% | +12.0% |
| 1Y | +46.2% | +7.0% | +39.2% | +54.3% |
| All | +46.2% | +8.1% | +38.1% | +54.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling