+544.2%
WMT vs DAR
+311.7%
+232.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.4% |
| 7D | +2.0% | +11.6% | -9.5% | +1.0% |
| 30D | +10.3% | -10.2% | +20.5% | +11.2% |
| 3M | +11.0% | -14.8% | +25.8% | +12.3% |
| 6M | -2.3% | -10.1% | +7.7% | -1.8% |
| YTD | +15.7% | +55.5% | -39.8% | +10.2% |
| 1Y | +26.0% | +61.7% | -35.7% | +19.4% |
| 3Y | +136.5% | +37.2% | +99.3% | +123.6% |
| 5Y | +176.8% | -26.9% | +203.8% | +176.2% |
| All | +544.2% | +311.7% | +232.5% | +392.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling