+2,771.1%
NOW vs WMT
+514.3%
+2,256.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.6% |
| 7D | -2.4% | +3.9% | -6.3% | -3.5% |
| 30D | +20.5% | -4.4% | +24.9% | +21.9% |
| 3M | +18.3% | -8.8% | +27.1% | +21.5% |
| 6M | +24.1% | -15.6% | +39.7% | +29.7% |
| YTD | -7.8% | -3.2% | -4.6% | -8.7% |
| 1Y | -21.4% | +7.0% | -28.4% | -25.4% |
| 3Y | +19.5% | +105.3% | -85.8% | -11.2% |
| 5Y | +4.1% | +129.3% | -125.2% | -26.4% |
| 10Y | +826.4% | +423.9% | +402.5% | +409.2% |
| All | +2,771.1% | +514.3% | +2,256.8% | +1,387.2% |
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