+428.1%
WMT vs NDAQ
+368.2%
+59.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | 0.0% | -5.6% | +5.6% | +1.6% |
| 30D | -7.4% | -4.4% | -3.1% | -6.3% |
| 3M | -10.9% | +5.9% | -16.7% | -12.6% |
| 6M | -12.7% | +7.7% | -20.4% | -15.0% |
| YTD | -3.2% | -5.2% | +1.9% | -2.7% |
| 1Y | +5.3% | -3.4% | +8.6% | +5.0% |
| 3Y | +101.9% | +85.6% | +16.2% | +63.3% |
| 5Y | +134.6% | +49.5% | +85.1% | +99.4% |
| All | +428.1% | +368.2% | +59.8% | +210.2% |
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