+544.2%
WMT vs NDAQ
+471.8%
+72.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +2.0% | +1.3% | +0.8% | +1.7% |
| 30D | +10.3% | +18.0% | -7.7% | +5.3% |
| 3M | +11.0% | +11.5% | -0.6% | +7.5% |
| 6M | -2.3% | +21.1% | -23.4% | -7.9% |
| YTD | +15.7% | +12.8% | +2.9% | +10.8% |
| 1Y | +26.0% | +25.7% | +0.3% | +16.5% |
| 3Y | +136.5% | +116.8% | +19.7% | +83.4% |
| 5Y | +176.8% | +67.3% | +109.6% | +129.2% |
| All | +544.2% | +471.8% | +72.5% | +265.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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