+8,900.5%
WMT vs SYY
+4,545.1%
+4,355.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.8% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -5.8% | -2.7% | -3.1% | -5.1% |
| 3M | -10.8% | +5.9% | -16.6% | -12.3% |
| 6M | -14.3% | -2.3% | -12.0% | -14.3% |
| YTD | -4.4% | +13.1% | -17.5% | -8.6% |
| 1Y | +4.3% | +3.8% | +0.6% | +2.2% |
| 3Y | +100.1% | +26.7% | +73.3% | +83.3% |
| 5Y | +130.8% | +19.4% | +111.4% | +112.2% |
| 10Y | +433.7% | +112.0% | +321.7% | +271.1% |
| All | +8,900.5% | +4,545.1% | +4,355.5% | +1,541.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 all: compounded portfolio wealth divided by compounded SYY 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…
all analysis · Full analysis span regression · 6 months rolling