+100.5%
WMT vs U
+11.6%
+88.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -1.0% |
| 7D | +0.1% | +4.5% | -4.3% | +0.1% |
| 30D | -5.0% | -0.6% | -4.4% | -5.0% |
| 3M | -11.3% | +48.4% | -59.7% | -11.2% |
| 6M | -13.8% | +115.4% | -129.2% | -13.8% |
| YTD | -4.2% | -3.2% | -1.0% | -3.5% |
| 1Y | +4.6% | -6.0% | +10.6% | +5.4% |
| 3Y | +100.5% | +13.5% | +87.0% | +92.2% |
| All | +100.5% | +11.6% | +88.9% | +92.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling