+11,253.4%
WDC vs WMT
+11,371.9%
-118.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.5% | -6.5% | -5.6% |
| 7D | +12.1% | +2.0% | +10.0% | +11.2% |
| 30D | -18.8% | +10.3% | -29.1% | -22.2% |
| 3M | -39.3% | +11.0% | -50.3% | -42.4% |
| 6M | -40.1% | -2.3% | -37.8% | -41.0% |
| YTD | +71.8% | +15.7% | +56.1% | +58.1% |
| 1Y | +88.5% | +26.0% | +62.5% | +66.7% |
| 3Y | +770.0% | +136.5% | +633.5% | +485.3% |
| 5Y | +549.0% | +176.8% | +372.2% | +303.3% |
| 10Y | +650.3% | +537.5% | +112.8% | +220.2% |
| All | +11,253.4% | +11,371.9% | -118.5% | +1,110.2% |
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