-21.4%
NOW vs WMT
+8.1%
-29.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -3.2% |
| 7D | -2.4% | +3.9% | -6.3% | -1.6% |
| 30D | +20.5% | -4.4% | +24.9% | +19.6% |
| 3M | +18.3% | -8.8% | +27.1% | +15.7% |
| 6M | +24.1% | -15.6% | +39.7% | +20.1% |
| YTD | -7.8% | -3.2% | -4.6% | -9.4% |
| 1Y | -21.4% | +7.0% | -28.4% | -23.0% |
| All | -21.4% | +8.1% | -29.5% | -23.0% |
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 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