+18,229.0%
WDC vs WMT
+9,397.9%
+8,831.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.2% | +2.5% |
| 7D | +6.0% | +0.1% | +5.9% | +5.9% |
| 30D | +9.9% | -5.0% | +14.9% | +11.6% |
| 3M | -9.4% | -11.3% | +1.9% | -6.3% |
| 6M | +94.7% | -13.8% | +108.5% | +102.5% |
| YTD | +177.4% | -4.2% | +181.6% | +176.8% |
| 1Y | +412.6% | +4.6% | +408.0% | +389.1% |
| 3Y | +1,359.8% | +100.5% | +1,259.3% | +954.9% |
| 5Y | +992.6% | +129.7% | +862.9% | +635.2% |
| 10Y | +1,245.5% | +423.4% | +822.1% | +525.0% |
| All | +18,229.0% | +9,397.9% | +8,831.1% | +2,018.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling