+5.3%
WMT vs DAR
+107.8%
-102.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.4% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | -7.4% | +2.6% | -10.1% | -7.6% |
| 3M | -10.9% | +14.2% | -25.1% | -11.6% |
| 6M | -12.7% | +17.2% | -29.9% | -13.7% |
| YTD | -3.2% | +80.9% | -84.1% | -6.9% |
| 1Y | +5.3% | +104.0% | -98.7% | -0.2% |
| All | +5.3% | +107.8% | -102.6% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling