-39.8%
NOW vs WMT
+24.7%
-64.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.9% |
| 7D | +0.3% | +2.0% | -1.8% | +0.7% |
| 30D | -27.0% | +10.3% | -37.2% | -25.4% |
| 3M | -19.6% | +11.0% | -30.6% | -18.2% |
| 6M | +17.5% | -2.3% | +19.8% | +14.9% |
| YTD | -33.3% | +15.7% | -49.0% | -32.1% |
| 1Y | -39.8% | +26.0% | -65.8% | -38.1% |
| All | -39.8% | +24.7% | -64.5% | -38.1% |
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