+7.0%
WMT vs SU
+70.8%
-63.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.2% | -1.1% |
| 7D | +3.9% | +2.9% | +1.0% | +3.8% |
| 30D | -4.4% | +7.2% | -11.6% | -4.8% |
| 3M | -8.8% | +2.8% | -11.6% | -9.8% |
| 6M | -15.6% | +18.2% | -33.8% | -17.0% |
| YTD | -3.2% | +54.0% | -57.2% | -6.1% |
| 1Y | +7.0% | +70.1% | -63.1% | +4.4% |
| All | +7.0% | +70.8% | -63.7% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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