+133.9%
WMT vs TT
+94.9%
+39.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | +0.6% | +0.8% | -0.3% | +0.4% |
| 30D | +12.8% | -11.8% | +24.5% | +14.5% |
| 3M | +11.7% | -11.6% | +23.3% | +13.3% |
| 6M | -3.5% | -9.3% | +5.8% | -2.9% |
| YTD | +13.4% | +8.9% | +4.5% | +9.9% |
| 1Y | +23.6% | -2.2% | +25.9% | +22.2% |
| 3Y | +133.9% | +91.9% | +42.0% | +118.9% |
| All | +133.9% | +94.9% | +39.0% | +118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 3y: compounded portfolio wealth divided by compounded TT 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…
3y analysis · Full analysis span regression · 6 months rolling