+366.0%
WDC vs WMT
+7.0%
+359.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -2.6% |
| 7D | -4.3% | 0.0% | -4.3% | -4.3% |
| 30D | -1.5% | -7.4% | +5.9% | -3.2% |
| 3M | -15.5% | -10.9% | -4.6% | -16.1% |
| 6M | +66.5% | -12.7% | +79.1% | +63.2% |
| YTD | +159.9% | -3.2% | +163.1% | +169.2% |
| 1Y | +366.0% | +5.3% | +360.7% | +446.3% |
| All | +366.0% | +7.0% | +359.0% | +446.3% |
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