+27.4%
WMT vs GTLB
+6.1%
+21.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +8.8% | -9.7% | +18.4% | +8.2% |
| 30D | +22.9% | +1.7% | +21.2% | +23.1% |
| 3M | +16.1% | +43.6% | -27.5% | +19.2% |
| 6M | -0.5% | +113.0% | -113.4% | +6.0% |
| YTD | +16.7% | +39.5% | -22.9% | +21.2% |
| 1Y | +27.4% | +12.6% | +14.7% | +30.4% |
| All | +27.4% | +6.1% | +21.3% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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