+22.4%
WMT vs C
+22.8%
-0.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +0.6% | -0.4% | +0.9% | +0.6% |
| 30D | +12.8% | -5.2% | +17.9% | +12.5% |
| 3M | +11.7% | -9.1% | +20.8% | +11.1% |
| 6M | -3.5% | -1.6% | -1.9% | -3.0% |
| YTD | +13.4% | +6.9% | +6.5% | +14.8% |
| All | +22.4% | +22.8% | -0.4% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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