+433.7%
WMT vs PAAS
+218.1%
+215.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.3% |
| 7D | -0.2% | +2.6% | -2.9% | -0.3% |
| 30D | -5.8% | +2.5% | -8.3% | -6.0% |
| 3M | -10.8% | +15.1% | -25.8% | -11.3% |
| 6M | -14.3% | -12.1% | -2.3% | -14.2% |
| YTD | -4.4% | +3.1% | -7.5% | -5.0% |
| 1Y | +4.3% | +50.8% | -46.5% | +1.8% |
| 3Y | +100.1% | +259.5% | -159.4% | +86.9% |
| 5Y | +130.8% | +126.3% | +4.5% | +117.5% |
| 10Y | +433.7% | +239.7% | +194.0% | +400.0% |
| All | +433.7% | +218.1% | +215.6% | +400.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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