+1,988.6%
NOW vs WMT
+620.6%
+1,368.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.1% |
| 7D | -5.6% | -2.7% | -2.9% | -4.7% |
| 30D | -26.8% | +11.1% | -37.9% | -29.4% |
| 3M | -19.4% | +11.2% | -30.7% | -22.6% |
| 6M | +12.3% | -1.3% | +13.6% | +11.9% |
| YTD | -32.9% | +13.5% | -46.4% | -37.1% |
| 1Y | -40.3% | +22.5% | -62.8% | -45.7% |
| 3Y | -19.1% | +134.1% | -153.2% | -42.4% |
| 5Y | -24.4% | +170.3% | -194.6% | -49.4% |
| 10Y | +521.8% | +525.5% | -3.7% | +222.4% |
| All | +1,988.6% | +620.6% | +1,368.0% | +925.5% |
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