+10,793.7%
WMT vs GLW
+3,440.5%
+7,353.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.3% | +5.8% | +2.0% |
| 7D | +2.0% | +7.7% | -5.7% | +1.0% |
| 30D | +10.3% | -18.8% | +29.1% | +12.5% |
| 3M | +11.0% | -27.7% | +38.7% | +14.1% |
| 6M | -2.3% | -44.4% | +42.1% | +1.9% |
| YTD | +15.7% | +31.3% | -15.6% | +6.7% |
| 1Y | +26.0% | +40.0% | -14.1% | +15.0% |
| 3Y | +136.5% | +339.2% | -202.7% | +83.8% |
| 5Y | +176.8% | +229.2% | -52.3% | +121.6% |
| 10Y | +537.5% | +528.4% | +9.2% | +359.5% |
| All | +10,793.7% | +3,440.5% | +7,353.2% | +2,687.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GLW.
Daily Out/Under-Performance
Portfolio return minus GLW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLW 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 GLW 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