+7.0%
WMT vs BN
-6.5%
+13.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | +3.9% | -2.5% | +6.4% | +4.1% |
| 30D | -4.4% | -9.5% | +5.1% | -3.9% |
| 3M | -8.8% | -10.4% | +1.6% | -8.3% |
| 6M | -15.6% | -6.4% | -9.3% | -15.6% |
| YTD | -3.2% | -11.9% | +8.6% | -3.1% |
| 1Y | +7.0% | -8.6% | +15.7% | +7.0% |
| All | +7.0% | -6.5% | +13.5% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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