-42.5%
NOW vs WMT
+23.9%
-66.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -8.7% | +0.6% | -9.3% | -8.6% |
| 30D | -29.3% | +12.8% | -42.0% | -27.6% |
| 3M | -21.8% | +11.7% | -33.5% | -20.2% |
| 6M | +9.2% | -3.5% | +12.8% | +7.0% |
| YTD | -35.0% | +13.4% | -48.4% | -34.3% |
| 1Y | -42.5% | +23.6% | -66.1% | -41.1% |
| All | -42.5% | +23.9% | -66.5% | -41.1% |
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