-3.0%
WMT vs ASX
+5.6%
-8.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.5% | 0.0% |
| 7D | -1.2% | +22.1% | -23.3% | +1.0% |
| 30D | +12.4% | -23.8% | +36.1% | +9.5% |
| 3M | +9.0% | -7.6% | +16.6% | +9.0% |
| 6M | -3.0% | +6.9% | -9.9% | -0.7% |
| All | -3.0% | +5.6% | -8.6% | -0.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling