+27.4%
WMT vs BEN
+56.2%
-28.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.7% | -1.2% | +3.7% |
| 7D | +8.8% | +6.7% | +2.0% | +9.2% |
| 30D | +22.9% | +3.0% | +19.9% | +23.1% |
| 3M | +16.1% | -4.3% | +20.4% | +15.7% |
| 6M | -0.5% | +16.4% | -16.8% | +0.1% |
| YTD | +16.7% | +46.8% | -30.1% | +16.1% |
| 1Y | +27.4% | +57.3% | -30.0% | +27.3% |
| All | +27.4% | +56.2% | -28.9% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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