+9,012.0%
WMT vs TECH
+101,053.8%
-92,041.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +3.9% | +0.1% | +3.8% | +3.9% |
| 30D | -4.4% | +0.7% | -5.1% | -4.5% |
| 3M | -8.8% | +36.3% | -45.1% | -11.7% |
| 6M | -15.6% | +25.6% | -41.2% | -18.1% |
| YTD | -3.2% | +23.7% | -26.9% | -6.0% |
| 1Y | +7.0% | +37.6% | -30.6% | +2.5% |
| 3Y | +105.3% | -6.6% | +111.9% | +101.3% |
| 5Y | +129.3% | -42.2% | +171.5% | +133.4% |
| 10Y | +423.9% | +187.6% | +236.4% | +348.1% |
| All | +9,012.0% | +101,053.8% | -92,041.9% | +4,774.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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