+27.4%
WMT vs TER
+42.7%
-15.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.8% | +10.3% | +3.1% |
| 7D | +8.8% | -19.9% | +28.6% | +7.8% |
| 30D | +22.9% | -43.5% | +66.5% | +20.6% |
| 3M | +16.1% | -37.8% | +53.9% | +14.3% |
| 6M | -0.5% | -25.6% | +25.1% | -2.2% |
| YTD | +16.7% | +29.8% | -13.1% | +15.2% |
| 1Y | +27.4% | +43.2% | -15.8% | +28.0% |
| All | +27.4% | +42.7% | -15.3% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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