+2,189.7%
WMT vs PWR
+8,583.6%
-6,393.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | +3.9% | +3.6% | +0.3% | +3.5% |
| 30D | -4.4% | -8.6% | +4.2% | -3.5% |
| 3M | -8.8% | -13.2% | +4.4% | -7.9% |
| 6M | -15.6% | +9.9% | -25.5% | -17.1% |
| YTD | -3.2% | +48.0% | -51.3% | -8.0% |
| 1Y | +7.0% | +66.2% | -59.1% | +0.1% |
| 3Y | +105.3% | +195.1% | -89.8% | +78.0% |
| 5Y | +129.3% | +442.6% | -313.3% | +84.2% |
| 10Y | +423.9% | +2,334.2% | -1,910.3% | +250.7% |
| All | +2,189.7% | +8,583.6% | -6,393.8% | +982.0% |
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