+27.4%
WMT vs U
+17.5%
+9.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.9% | -1.4% | +3.7% |
| 7D | +8.8% | +7.5% | +1.3% | +9.2% |
| 30D | +22.9% | -7.0% | +30.0% | +22.5% |
| 3M | +16.1% | +20.6% | -4.5% | +17.6% |
| 6M | -0.5% | +53.2% | -53.6% | +2.5% |
| YTD | +16.7% | -3.9% | +20.6% | +17.9% |
| 1Y | +27.4% | +18.4% | +9.0% | +32.2% |
| All | +27.4% | +17.5% | +9.8% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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