+978.9%
WMT vs ASX
+3,870.6%
-2,891.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.8% | -0.5% |
| 7D | -0.2% | +11.1% | -11.4% | -1.2% |
| 30D | -5.8% | +9.6% | -15.4% | -6.7% |
| 3M | -10.8% | +18.6% | -29.4% | -12.8% |
| 6M | -14.3% | +92.1% | -106.5% | -20.5% |
| YTD | -4.4% | +158.5% | -162.9% | -13.9% |
| 1Y | +4.3% | +271.9% | -267.6% | -9.7% |
| 3Y | +100.1% | +465.2% | -365.2% | +64.0% |
| 5Y | +130.8% | +479.4% | -348.6% | +86.0% |
| 10Y | +433.7% | +992.0% | -558.3% | +291.8% |
| All | +978.9% | +3,870.6% | -2,891.7% | +491.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling