+428.1%
WMT vs NI
+143.3%
+284.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.4% |
| 7D | 0.0% | 0.0% | 0.0% | 0.0% |
| 30D | -7.4% | -1.4% | -6.0% | -7.0% |
| 3M | -10.9% | -10.6% | -0.3% | -7.9% |
| 6M | -12.7% | -9.3% | -3.4% | -10.3% |
| YTD | -3.2% | +1.1% | -4.4% | -3.8% |
| 1Y | +5.3% | +3.4% | +1.9% | +3.7% |
| 3Y | +101.9% | +67.9% | +34.0% | +70.7% |
| 5Y | +134.6% | +98.0% | +36.6% | +86.7% |
| All | +428.1% | +143.3% | +284.8% | +286.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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