+4,872.0%
WMT vs DAR
+1,481.7%
+3,390.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | +0.3% |
| 7D | -1.2% | +9.2% | -10.4% | -1.5% |
| 30D | +12.4% | -12.3% | +24.7% | +12.8% |
| 3M | +9.0% | -12.7% | +21.8% | +9.4% |
| 6M | -3.0% | -12.8% | +9.8% | -2.7% |
| YTD | +14.0% | +53.8% | -39.8% | +12.3% |
| 1Y | +23.0% | +60.3% | -37.3% | +21.0% |
| 3Y | +135.1% | +31.7% | +103.3% | +131.4% |
| 5Y | +172.7% | -27.7% | +200.5% | +172.2% |
| 10Y | +528.1% | +309.8% | +218.3% | +492.6% |
| All | +4,872.0% | +1,481.7% | +3,390.3% | +4,331.4% |
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