+8,919.3%
WMT vs BEN
+4,901.8%
+4,017.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +0.1% | +4.7% | -4.6% | -1.0% |
| 30D | -5.0% | +2.6% | -7.6% | -5.6% |
| 3M | -11.3% | +11.5% | -22.8% | -13.8% |
| 6M | -13.8% | +35.3% | -49.1% | -20.3% |
| YTD | -4.2% | +48.6% | -52.8% | -13.6% |
| 1Y | +4.6% | +46.7% | -42.1% | -5.6% |
| 3Y | +100.5% | +57.0% | +43.5% | +74.0% |
| 5Y | +129.7% | +41.8% | +87.9% | +99.0% |
| 10Y | +423.4% | +55.2% | +368.2% | +317.2% |
| All | +8,919.3% | +4,901.8% | +4,017.5% | +1,963.5% |
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