+6.2%
WMT vs SPOT
-27.6%
+33.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -2.5% | -6.9% | +4.4% | -3.2% |
| 30D | -6.4% | +4.1% | -10.6% | -5.9% |
| 3M | -12.1% | +3.7% | -15.8% | -11.7% |
| 6M | -15.0% | -1.6% | -13.4% | -14.3% |
| YTD | -4.5% | -10.2% | +5.7% | -6.0% |
| 1Y | +6.2% | -25.9% | +32.1% | +1.6% |
| All | +6.2% | -27.6% | +33.8% | +1.6% |
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