+433.7%
WMT vs MSCI
+615.8%
-182.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -0.2% | -1.1% | +0.8% | 0.0% |
| 30D | -5.8% | -1.2% | -4.7% | -5.7% |
| 3M | -10.8% | -8.4% | -2.4% | -9.5% |
| 6M | -14.3% | -1.0% | -13.3% | -14.6% |
| YTD | -4.4% | -2.3% | -2.1% | -4.7% |
| 1Y | +4.3% | -1.2% | +5.5% | +3.6% |
| 3Y | +100.1% | +7.9% | +92.1% | +93.4% |
| 5Y | +130.8% | -10.1% | +140.9% | +126.1% |
| 10Y | +433.7% | +631.0% | -197.3% | +260.7% |
| All | +433.7% | +615.8% | -182.0% | +260.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling