+755.6%
GOOGL vs WMT
+436.6%
+318.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.4% | +1.3% |
| 7D | 0.0% | 0.0% | 0.0% | 0.0% |
| 30D | -1.4% | -7.4% | +6.0% | +0.9% |
| 3M | -5.3% | -10.9% | +5.5% | -2.1% |
| 6M | +9.8% | -12.7% | +22.5% | +14.0% |
| YTD | +8.4% | -3.2% | +11.6% | +8.3% |
| 1Y | +41.2% | +5.3% | +35.9% | +36.4% |
| 3Y | +149.6% | +101.9% | +47.7% | +85.9% |
| 5Y | +142.6% | +134.6% | +8.0% | +68.0% |
| All | +755.6% | +436.6% | +318.9% | +396.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling