+2,637.5%
WMT vs PWR
+8,273.5%
-5,636.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | +2.0% | +11.3% | -9.3% | +0.9% |
| 30D | +10.3% | -8.9% | +19.1% | +10.9% |
| 3M | +11.0% | -10.5% | +21.5% | +11.6% |
| 6M | -2.3% | -22.2% | +19.8% | -0.8% |
| YTD | +15.7% | +42.7% | -27.0% | +9.7% |
| 1Y | +26.0% | +41.1% | -15.2% | +19.5% |
| 3Y | +136.5% | +242.7% | -106.2% | +100.9% |
| 5Y | +176.8% | +418.5% | -241.7% | +122.4% |
| 10Y | +537.5% | +1,855.0% | -1,317.4% | +334.3% |
| All | +2,637.5% | +8,273.5% | -5,636.0% | +1,191.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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