+1,972.6%
NOW vs WMT
+619.7%
+1,352.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.1% |
| 7D | -3.0% | +1.6% | -4.6% | -3.5% |
| 30D | -26.0% | +16.1% | -42.1% | -29.7% |
| 3M | -13.1% | +12.3% | -25.4% | -16.7% |
| 6M | +14.5% | -3.1% | +17.6% | +14.8% |
| YTD | -33.4% | +13.4% | -46.8% | -37.5% |
| 1Y | -40.6% | +24.5% | -65.1% | -46.3% |
| 3Y | -16.3% | +135.7% | -152.0% | -40.6% |
| 5Y | -26.3% | +166.8% | -193.2% | -50.5% |
| 10Y | +512.7% | +543.4% | -30.7% | +215.2% |
| All | +1,972.6% | +619.7% | +1,352.8% | +918.0% |
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