+790.9%
NOW vs WMT
+426.1%
+364.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -4.1% | -0.2% | -3.9% | -4.0% |
| 30D | +2.9% | -5.8% | +8.7% | +4.6% |
| 3M | +22.6% | -10.8% | +33.3% | +27.0% |
| 6M | +7.5% | -14.3% | +21.9% | +12.1% |
| YTD | -14.4% | -4.4% | -10.0% | -15.1% |
| 1Y | -29.8% | +4.3% | -34.1% | -33.1% |
| 3Y | +9.2% | +100.1% | -90.8% | -20.3% |
| 5Y | +0.8% | +130.8% | -130.0% | -31.3% |
| 10Y | +790.9% | +433.7% | +357.2% | +382.7% |
| All | +790.9% | +426.1% | +364.9% | +382.7% |
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