+846.2%
WMT vs URA
-51.6%
+897.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +0.7% |
| 7D | -1.2% | +4.5% | -5.7% | -1.6% |
| 30D | +12.4% | -13.4% | +25.8% | +13.7% |
| 3M | +9.0% | -28.4% | +37.4% | +12.0% |
| 6M | -3.0% | -40.5% | +37.5% | +1.1% |
| YTD | +14.0% | -24.3% | +38.3% | +15.1% |
| 1Y | +23.0% | -28.8% | +51.9% | +24.8% |
| 3Y | +135.1% | +37.6% | +97.5% | +117.3% |
| 5Y | +172.7% | +30.7% | +142.1% | +149.2% |
| 10Y | +528.1% | +266.8% | +261.3% | +384.7% |
| All | +846.2% | -51.6% | +897.8% | +754.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 all: compounded portfolio wealth divided by compounded URA 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…
all analysis · Full analysis span regression · 6 months rolling