+7.0%
WMT vs ASX
+272.9%
-265.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | +3.9% | -0.7% | +4.6% | +3.9% |
| 30D | -4.4% | +2.0% | -6.4% | -4.2% |
| 3M | -8.8% | -1.3% | -7.4% | -8.3% |
| 6M | -15.6% | +71.4% | -87.1% | -14.1% |
| YTD | -3.2% | +135.3% | -138.5% | +1.0% |
| 1Y | +7.0% | +267.5% | -260.4% | +13.0% |
| All | +7.0% | +272.9% | -265.9% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling