+770.0%
WDC vs WMT
+138.3%
+631.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.5% | -6.5% | -5.0% |
| 7D | +12.1% | +2.0% | +10.0% | +12.1% |
| 30D | -18.8% | +10.3% | -29.1% | -19.1% |
| 3M | -39.3% | +11.0% | -50.3% | -39.4% |
| 6M | -40.1% | -2.3% | -37.8% | -38.5% |
| YTD | +71.8% | +15.7% | +56.1% | +68.2% |
| 1Y | +88.5% | +26.0% | +62.5% | +80.5% |
| 3Y | +770.0% | +136.5% | +633.5% | +686.4% |
| All | +770.0% | +138.3% | +631.6% | +686.4% |
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