+5.3%
WMT vs BB
+104.0%
-98.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.5% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | -7.4% | -12.5% | +5.1% | -8.4% |
| 3M | -10.9% | -17.4% | +6.6% | -12.0% |
| 6M | -12.7% | +119.1% | -131.8% | -8.5% |
| YTD | -3.2% | +102.4% | -105.6% | +1.0% |
| 1Y | +5.3% | +98.2% | -92.9% | +8.4% |
| All | +5.3% | +104.0% | -98.7% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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