+7.0%
WMT vs EAT
+37.5%
-30.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.2% |
| 7D | +3.9% | 0.0% | +3.9% | +3.9% |
| 30D | -4.4% | +1.9% | -6.3% | -4.5% |
| 3M | -8.8% | +68.7% | -77.4% | -10.4% |
| 6M | -15.6% | +66.9% | -82.5% | -17.1% |
| YTD | -3.2% | +60.4% | -63.6% | -4.3% |
| 1Y | +7.0% | +44.0% | -36.9% | +9.7% |
| All | +7.0% | +37.5% | -30.4% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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