+27.4%
WMT vs BA
-12.3%
+39.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.3% | +3.3% |
| 7D | +8.8% | +5.9% | +2.9% | +8.2% |
| 30D | +22.9% | -8.2% | +31.1% | +23.6% |
| 3M | +16.1% | -25.4% | +41.4% | +18.7% |
| 6M | -0.5% | -20.0% | +19.6% | +1.1% |
| YTD | +16.7% | -18.5% | +35.2% | +19.0% |
| 1Y | +27.4% | -10.6% | +38.0% | +30.6% |
| All | +27.4% | -12.3% | +39.7% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling