+136.5%
WMT vs SPOT
+260.4%
-123.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.4% |
| 7D | +2.0% | +1.6% | +0.5% | +2.0% |
| 30D | +10.3% | +16.9% | -6.7% | +9.5% |
| 3M | +11.0% | +23.0% | -12.0% | +10.0% |
| 6M | -2.3% | +42.2% | -44.5% | -3.7% |
| YTD | +15.7% | +5.5% | +10.2% | +16.2% |
| 1Y | +26.0% | -5.1% | +31.0% | +27.7% |
| 3Y | +136.5% | +257.9% | -121.4% | +132.0% |
| All | +136.5% | +260.4% | -123.9% | +132.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling