+27.4%
WMT vs PSX
+97.5%
-70.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.5% | +8.0% | +3.5% |
| 7D | +8.8% | -5.2% | +13.9% | +8.8% |
| 30D | +22.9% | -3.7% | +26.7% | +22.9% |
| 3M | +16.1% | +26.8% | -10.7% | +15.1% |
| 6M | -0.5% | +47.3% | -47.8% | -1.4% |
| YTD | +16.7% | +105.4% | -88.7% | +16.8% |
| 1Y | +27.4% | +96.9% | -69.6% | +28.3% |
| All | +27.4% | +97.5% | -70.1% | +28.3% |
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