+113.2%
WDC vs WMT
+27.5%
+85.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.5% | -10.2% | -5.4% |
| 7D | -18.3% | +8.8% | -27.1% | -15.6% |
| 30D | -26.7% | +22.9% | -49.6% | -21.6% |
| 3M | -40.9% | +16.1% | -57.0% | -37.3% |
| 6M | -26.8% | -0.5% | -26.3% | -21.2% |
| YTD | +88.2% | +16.7% | +71.5% | +102.3% |
| 1Y | +113.2% | +27.4% | +85.8% | +147.5% |
| All | +113.2% | +27.5% | +85.7% | +147.5% |
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 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