+10,793.7%
WMT vs BEN
+5,152.6%
+5,641.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | +2.0% | +6.8% | -4.7% | +0.4% |
| 30D | +10.3% | +18.0% | -7.7% | +5.9% |
| 3M | +11.0% | +7.5% | +3.5% | +8.8% |
| 6M | -2.3% | +14.7% | -17.0% | -6.0% |
| YTD | +15.7% | +56.1% | -40.4% | +3.0% |
| 1Y | +26.0% | +69.6% | -43.6% | +9.9% |
| 3Y | +136.5% | +87.7% | +48.8% | +96.5% |
| 5Y | +176.8% | +28.6% | +148.2% | +146.4% |
| 10Y | +537.5% | +59.8% | +477.7% | +405.2% |
| All | +10,793.7% | +5,152.6% | +5,641.1% | +2,358.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling