+7.0%
WMT vs TER
+203.7%
-196.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -1.0% |
| 7D | +3.9% | +0.6% | +3.3% | +4.0% |
| 30D | -4.4% | -8.3% | +3.9% | -4.6% |
| 3M | -8.8% | -12.2% | +3.5% | -8.6% |
| 6M | -15.6% | +17.0% | -32.7% | -15.8% |
| YTD | -3.2% | +84.6% | -87.8% | -1.6% |
| 1Y | +7.0% | +199.8% | -192.8% | +12.8% |
| All | +7.0% | +203.7% | -196.7% | +12.8% |
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