+136.5%
WMT vs BA
-15.7%
+152.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +2.0% | -1.1% | +3.1% | +2.2% |
| 30D | +10.3% | -7.1% | +17.4% | +11.2% |
| 3M | +11.0% | -25.5% | +36.5% | +15.1% |
| 6M | -2.3% | -28.7% | +26.4% | +1.8% |
| YTD | +15.7% | -21.0% | +36.7% | +18.6% |
| 1Y | +26.0% | -11.9% | +37.8% | +27.0% |
| 3Y | +136.5% | -16.2% | +152.7% | +105.5% |
| All | +136.5% | -15.7% | +152.2% | +105.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling