+7.0%
WMT vs PSX
+101.0%
-94.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | +3.9% | +4.5% | -0.6% | +3.7% |
| 30D | -4.4% | +26.6% | -31.0% | -5.2% |
| 3M | -8.8% | +39.3% | -48.1% | -9.9% |
| 6M | -15.6% | +56.8% | -72.5% | -16.4% |
| YTD | -3.2% | +101.8% | -105.0% | -4.7% |
| 1Y | +7.0% | +99.6% | -92.6% | +4.9% |
| All | +7.0% | +101.0% | -94.0% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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