+6.3%
WMT vs GPC
+1.4%
+4.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | -0.2% | -0.6% | +0.4% | -0.1% |
| 30D | -5.8% | +1.3% | -7.1% | -6.1% |
| 3M | -10.8% | +37.1% | -47.9% | -16.4% |
| 6M | -14.3% | +23.2% | -37.5% | -17.5% |
| YTD | -4.4% | +13.1% | -17.5% | -5.2% |
| All | +6.3% | +1.4% | +4.9% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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