+3.4%
WMT vs Q
+71.3%
-67.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.1% |
| 7D | +3.9% | +0.2% | +3.7% | +3.9% |
| 30D | -4.4% | -11.1% | +6.7% | -4.7% |
| 3M | -8.8% | -22.1% | +13.3% | -9.2% |
| 6M | -15.6% | +0.5% | -16.1% | -16.6% |
| YTD | -3.2% | +47.8% | -51.0% | -3.8% |
| All | +3.4% | +71.3% | -67.9% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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