+4,121.4%
WMT vs DAR
+1,762.6%
+2,358.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.2% |
| 7D | +3.9% | +1.4% | +2.6% | +3.9% |
| 30D | -4.4% | +12.8% | -17.2% | -4.8% |
| 3M | -8.8% | +7.4% | -16.1% | -9.0% |
| 6M | -15.6% | +22.3% | -37.9% | -16.2% |
| YTD | -3.2% | +81.1% | -84.3% | -5.1% |
| 1Y | +7.0% | +106.5% | -99.4% | +4.5% |
| 3Y | +105.3% | +5.3% | +100.0% | +103.5% |
| 5Y | +129.3% | -11.5% | +140.8% | +127.4% |
| 10Y | +423.9% | +353.3% | +70.6% | +392.8% |
| All | +4,121.4% | +1,762.6% | +2,358.9% | +3,645.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling