+27.4%
WMT vs SPOT
+0.4%
+27.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.6% | -1.1% | +3.6% |
| 7D | +8.8% | +16.6% | -7.8% | +9.5% |
| 30D | +22.9% | +29.9% | -7.0% | +24.8% |
| 3M | +16.1% | +31.3% | -15.2% | +18.3% |
| 6M | -0.5% | +43.2% | -43.7% | +3.3% |
| YTD | +16.7% | +8.1% | +8.6% | +15.1% |
| 1Y | +27.4% | -0.3% | +27.7% | +22.7% |
| All | +27.4% | +0.4% | +27.0% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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