+1,328.4%
WDC vs WMT
+99.6%
+1,228.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.4% |
| 7D | +4.4% | -2.5% | +6.9% | +4.7% |
| 30D | +5.3% | -6.4% | +11.7% | +6.0% |
| 3M | -5.9% | -12.1% | +6.2% | -4.2% |
| 6M | +73.2% | -15.0% | +88.2% | +76.6% |
| YTD | +167.8% | -4.5% | +172.3% | +164.8% |
| 1Y | +386.0% | +6.2% | +379.8% | +363.3% |
| All | +1,328.4% | +99.6% | +1,228.8% | +1,114.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling