+100.5%
WMT vs ASX
+443.1%
-342.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.1% | -7.1% | -1.0% |
| 7D | +0.1% | +6.3% | -6.2% | +0.1% |
| 30D | -5.0% | +6.4% | -11.4% | -5.0% |
| 3M | -11.3% | +13.1% | -24.4% | -11.6% |
| 6M | -13.8% | +90.3% | -104.1% | -16.8% |
| YTD | -4.2% | +149.6% | -153.8% | -9.1% |
| 1Y | +4.6% | +249.2% | -244.6% | -3.4% |
| 3Y | +100.5% | +445.9% | -345.4% | +73.2% |
| All | +100.5% | +443.1% | -342.6% | +73.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling