+101.9%
WMT vs SU
+120.0%
-18.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.5% | +1.4% |
| 7D | 0.0% | +2.2% | -2.2% | -0.2% |
| 30D | -7.4% | +8.4% | -15.9% | -8.1% |
| 3M | -10.9% | +12.1% | -23.0% | -12.0% |
| 6M | -12.7% | +19.7% | -32.3% | -14.5% |
| YTD | -3.2% | +58.4% | -61.6% | -8.0% |
| 1Y | +5.3% | +67.2% | -62.0% | -0.6% |
| 3Y | +101.9% | +125.0% | -23.2% | +83.2% |
| All | +101.9% | +120.0% | -18.1% | +83.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling