+26.0%
WMT vs SPOT
-5.9%
+31.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.6% |
| 7D | +2.0% | +1.6% | +0.5% | +2.1% |
| 30D | +10.3% | +16.9% | -6.7% | +11.1% |
| 3M | +11.0% | +23.0% | -12.0% | +12.5% |
| 6M | -2.3% | +42.2% | -44.5% | +1.5% |
| YTD | +15.7% | +5.5% | +10.2% | +13.3% |
| 1Y | +26.0% | -5.1% | +31.0% | +18.8% |
| All | +26.0% | -5.9% | +31.9% | +18.8% |
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