+130.8%
WMT vs ACWI
+67.2%
+63.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | -5.8% | -0.6% | -5.2% | -5.6% |
| 3M | -10.8% | +4.3% | -15.0% | -12.4% |
| 6M | -14.3% | +12.7% | -27.0% | -18.9% |
| YTD | -4.4% | +13.9% | -18.3% | -10.0% |
| 1Y | +4.3% | +20.5% | -16.2% | -4.4% |
| 3Y | +100.1% | +76.5% | +23.5% | +54.3% |
| 5Y | +130.8% | +67.5% | +63.3% | +75.4% |
| All | +130.8% | +67.2% | +63.6% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling