+13,507.3%
GOOGL vs WMT
+807.5%
+12,699.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.6% |
| 7D | -2.3% | +3.9% | -6.2% | -3.8% |
| 30D | -6.6% | -4.4% | -2.2% | -5.1% |
| 3M | -8.9% | -8.8% | -0.2% | -6.0% |
| 6M | +11.9% | -15.6% | +27.5% | +18.9% |
| YTD | +8.3% | -3.2% | +11.6% | +8.2% |
| 1Y | +46.2% | +7.0% | +39.2% | +39.0% |
| 3Y | +151.9% | +105.3% | +46.6% | +75.4% |
| 5Y | +137.7% | +129.3% | +8.5% | +55.1% |
| 10Y | +757.6% | +423.9% | +333.6% | +265.4% |
| All | +13,507.3% | +807.5% | +12,699.7% | +4,093.6% |
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