+544.2%
WMT vs ASX
+962.9%
-418.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.6% |
| 7D | +2.0% | +12.4% | -10.3% | +1.3% |
| 30D | +10.3% | -19.8% | +30.1% | +11.4% |
| 3M | +11.0% | -10.3% | +21.3% | +10.9% |
| 6M | -2.3% | +1.2% | -3.6% | -4.2% |
| YTD | +15.7% | +123.0% | -107.3% | +4.6% |
| 1Y | +26.0% | +145.4% | -119.5% | +12.7% |
| 3Y | +136.5% | +368.6% | -232.1% | +93.3% |
| 5Y | +176.8% | +486.0% | -309.2% | +116.9% |
| All | +544.2% | +962.9% | -418.7% | +347.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling