+8,919.3%
WMT vs RGEN
+1,585.3%
+7,334.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.0% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | -5.0% | +2.8% | -7.8% | -5.0% |
| 3M | -11.3% | +34.5% | -45.8% | -11.9% |
| 6M | -13.8% | +40.5% | -54.2% | -14.6% |
| YTD | -4.2% | +2.8% | -7.1% | -4.4% |
| 1Y | +4.6% | +39.6% | -35.1% | +3.5% |
| 3Y | +100.5% | +4.4% | +96.1% | +98.7% |
| 5Y | +129.7% | -42.8% | +172.4% | +129.3% |
| 10Y | +423.4% | +406.7% | +16.7% | +397.6% |
| All | +8,919.3% | +1,585.3% | +7,334.0% | +7,300.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RGEN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling