+135.9%
WMT vs SPXU
-86.1%
+222.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.8% | +1.0% |
| 7D | 0.0% | +2.5% | -2.5% | +0.4% |
| 30D | -7.4% | +4.2% | -11.6% | -6.8% |
| 3M | -10.9% | -9.3% | -1.6% | -11.9% |
| 6M | -12.7% | -30.7% | +18.0% | -16.8% |
| YTD | -3.2% | -28.1% | +24.9% | -7.1% |
| 1Y | +5.3% | -35.2% | +40.5% | -0.4% |
| 3Y | +101.9% | -79.9% | +181.8% | +66.1% |
| All | +135.9% | -86.1% | +222.0% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling