+170.3%
WMT vs ASX
+538.6%
-368.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.6% | -6.5% | 0.0% |
| 7D | -2.7% | +0.8% | -3.5% | -2.7% |
| 30D | +11.1% | -20.4% | +31.6% | +11.6% |
| 3M | +11.2% | -2.1% | +13.4% | +10.9% |
| 6M | -1.3% | +8.2% | -9.5% | -2.5% |
| YTD | +13.5% | +137.3% | -123.8% | +5.6% |
| 1Y | +22.5% | +155.0% | -132.5% | +13.3% |
| 3Y | +134.1% | +397.9% | -263.8% | +100.0% |
| 5Y | +170.3% | +529.2% | -359.0% | +120.0% |
| All | +170.3% | +538.6% | -368.3% | +120.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling