+4,946.9%
WMT vs DAR
+1,499.7%
+3,447.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.5% |
| 7D | +2.0% | +11.6% | -9.5% | +1.7% |
| 30D | +10.3% | -10.2% | +20.5% | +10.6% |
| 3M | +11.0% | -14.8% | +25.8% | +11.4% |
| 6M | -2.3% | -10.1% | +7.7% | -2.1% |
| YTD | +15.7% | +55.5% | -39.8% | +13.9% |
| 1Y | +26.0% | +61.7% | -35.7% | +23.9% |
| 3Y | +136.5% | +37.2% | +99.3% | +132.5% |
| 5Y | +176.8% | -26.9% | +203.8% | +176.2% |
| 10Y | +537.5% | +314.4% | +223.1% | +501.3% |
| All | +4,946.9% | +1,499.7% | +3,447.2% | +4,396.6% |
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