+4.3%
WMT vs ROIV
+224.1%
-219.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | -0.2% | +22.3% | -22.6% | -1.1% |
| 30D | -5.8% | +16.9% | -22.7% | -6.4% |
| 3M | -10.8% | +43.9% | -54.7% | -12.7% |
| 6M | -14.3% | +41.6% | -55.9% | -15.9% |
| YTD | -4.4% | +92.7% | -97.1% | -9.5% |
| 1Y | +4.3% | +210.2% | -205.8% | -4.9% |
| All | +4.3% | +224.1% | -219.8% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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