+9,012.0%
WMT vs PCG
+103.4%
+8,908.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.4% |
| 7D | +3.9% | -13.9% | +17.8% | +5.1% |
| 30D | -4.4% | -16.9% | +12.5% | -3.1% |
| 3M | -8.8% | -14.7% | +5.9% | -7.8% |
| 6M | -15.6% | -23.8% | +8.2% | -13.8% |
| YTD | -3.2% | -10.5% | +7.3% | -2.7% |
| 1Y | +7.0% | -5.1% | +12.2% | +7.0% |
| 3Y | +105.3% | -11.6% | +116.9% | +105.6% |
| 5Y | +129.3% | +59.0% | +70.2% | +116.2% |
| 10Y | +423.9% | -75.7% | +499.7% | +443.6% |
| All | +9,012.0% | +103.4% | +8,908.6% | +3,843.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 all: compounded portfolio wealth divided by compounded PCG 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…
all analysis · Full analysis span regression · 6 months rolling