+9,012.8%
WMT vs EQT
+2,945.5%
+6,067.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +3.0% | +1.5% |
| 7D | 0.0% | -2.0% | +2.0% | +0.2% |
| 30D | -7.4% | 0.0% | -7.4% | -7.4% |
| 3M | -10.9% | +5.9% | -16.8% | -11.5% |
| 6M | -12.7% | -14.8% | +2.1% | -11.4% |
| YTD | -3.2% | +1.8% | -5.0% | -3.7% |
| 1Y | +5.3% | +7.4% | -2.1% | +4.0% |
| 3Y | +101.9% | +33.6% | +68.2% | +92.3% |
| 5Y | +134.6% | +199.3% | -64.8% | +98.1% |
| 10Y | +440.4% | +50.0% | +390.4% | +360.1% |
| All | +9,012.8% | +2,945.5% | +6,067.4% | +4,465.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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