+27.4%
WMT vs BKNG
-13.7%
+41.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +9.8% | -6.4% | +3.2% |
| 7D | +8.8% | +15.6% | -6.8% | +8.4% |
| 30D | +22.9% | +8.0% | +15.0% | +22.5% |
| 3M | +16.1% | -11.8% | +27.9% | +15.6% |
| 6M | -0.5% | +3.8% | -4.2% | +0.7% |
| YTD | +16.7% | -19.6% | +36.3% | +14.2% |
| 1Y | +27.4% | -13.6% | +41.0% | +26.4% |
| All | +27.4% | -13.7% | +41.1% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKNG.
Daily Out/Under-Performance
Portfolio return minus BKNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKNG 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 BKNG 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