+6.2%
WMT vs NDAQ
-1.8%
+8.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.3% | -0.1% |
| 7D | -2.5% | -6.8% | +4.3% | -2.4% |
| 30D | -6.4% | -3.2% | -3.3% | -6.4% |
| 3M | -12.1% | +6.5% | -18.6% | -11.8% |
| 6M | -15.0% | +5.7% | -20.7% | -14.5% |
| YTD | -4.5% | -4.6% | +0.1% | -3.3% |
| 1Y | +6.2% | -1.6% | +7.8% | +6.4% |
| All | +6.2% | -1.8% | +8.0% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling