+130.8%
WMT vs NDAQ
+52.5%
+78.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -0.2% | -1.6% | +1.3% | +0.1% |
| 30D | -5.8% | -1.5% | -4.4% | -5.6% |
| 3M | -10.8% | +8.0% | -18.8% | -12.4% |
| 6M | -14.3% | +7.7% | -22.1% | -16.0% |
| YTD | -4.4% | -2.3% | -2.1% | -4.2% |
| 1Y | +4.3% | +0.6% | +3.8% | +3.5% |
| 3Y | +100.1% | +90.9% | +9.1% | +69.0% |
| 5Y | +130.8% | +52.5% | +78.4% | +96.7% |
| All | +130.8% | +52.5% | +78.3% | +96.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling