+421.1%
WMT vs ASX
+974.7%
-553.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | +0.1% |
| 7D | -2.5% | +6.5% | -9.0% | -2.9% |
| 30D | -6.4% | +3.1% | -9.6% | -6.7% |
| 3M | -12.1% | +17.4% | -29.5% | -13.9% |
| 6M | -15.0% | +85.4% | -100.4% | -20.7% |
| YTD | -4.5% | +150.1% | -154.6% | -13.7% |
| 1Y | +6.2% | +256.3% | -250.1% | -7.9% |
| 3Y | +99.9% | +446.9% | -347.0% | +62.4% |
| 5Y | +131.4% | +447.1% | -315.6% | +85.1% |
| All | +421.1% | +974.7% | -553.6% | +264.0% |
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 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