+321.1%
WMT vs SPOT
+216.9%
+104.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.6% | +1.3% |
| 7D | 0.0% | -3.1% | +3.1% | +0.2% |
| 30D | -7.4% | +7.4% | -14.8% | -7.8% |
| 3M | -10.9% | +8.2% | -19.0% | -11.3% |
| 6M | -12.7% | +2.2% | -14.9% | -13.0% |
| YTD | -3.2% | -9.5% | +6.3% | -3.0% |
| 1Y | +5.3% | -23.8% | +29.1% | +6.7% |
| 3Y | +101.9% | +233.5% | -131.6% | +84.6% |
| 5Y | +134.6% | +112.2% | +22.4% | +115.9% |
| All | +321.1% | +216.9% | +104.2% | +258.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling