+130.8%
WMT vs ASX
+490.0%
-359.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.8% | -0.3% |
| 7D | -0.2% | +11.1% | -11.4% | -0.6% |
| 30D | -5.8% | +9.6% | -15.4% | -6.2% |
| 3M | -10.8% | +18.6% | -29.4% | -11.8% |
| 6M | -14.3% | +92.1% | -106.5% | -18.4% |
| YTD | -4.4% | +158.5% | -162.9% | -11.1% |
| 1Y | +4.3% | +271.9% | -267.6% | -6.0% |
| 3Y | +100.1% | +465.2% | -365.2% | +70.5% |
| 5Y | +130.8% | +479.4% | -348.6% | +90.1% |
| All | +130.8% | +490.0% | -359.2% | +90.1% |
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