+10,793.7%
WMT vs TECH
+101,682.4%
-90,888.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | +10.3% | +0.5% | +9.7% | +10.2% |
| 3M | +11.0% | +1.1% | +9.9% | +10.8% |
| 6M | -2.3% | +62.8% | -65.2% | -7.2% |
| YTD | +15.7% | +24.5% | -8.8% | +12.3% |
| 1Y | +26.0% | +20.6% | +5.3% | +22.5% |
| 3Y | +136.5% | +29.5% | +107.0% | +124.6% |
| 5Y | +176.8% | -40.9% | +217.8% | +181.4% |
| 10Y | +537.5% | +189.5% | +348.0% | +445.1% |
| All | +10,793.7% | +101,682.4% | -90,888.7% | +5,724.4% |
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