+417.4%
WDC vs WMT
+8.1%
+409.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.0% | +5.5% |
| 7D | +1.7% | +3.9% | -2.2% | +2.9% |
| 30D | -10.0% | -4.4% | -5.6% | -10.7% |
| 3M | -18.8% | -8.8% | -10.0% | -19.4% |
| 6M | +79.0% | -15.6% | +94.7% | +76.0% |
| YTD | +171.6% | -3.2% | +174.8% | +180.3% |
| 1Y | +417.4% | +7.0% | +410.3% | +502.7% |
| All | +417.4% | +8.1% | +409.2% | +502.7% |
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