-15.0%
WMT vs UUUU
-32.7%
+17.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | -0.4% |
| 7D | -2.5% | -5.0% | +2.5% | -2.7% |
| 30D | -6.4% | -7.8% | +1.4% | -6.7% |
| 3M | -12.1% | -0.4% | -11.7% | -11.5% |
| 6M | -15.0% | -32.9% | +17.9% | -15.4% |
| All | -15.0% | -32.7% | +17.7% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 6mo: compounded portfolio wealth divided by compounded UUUU 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…
6mo analysis · Full analysis span regression · 6 months rolling