+428.1%
WMT vs WBD
+15.0%
+413.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | 0.0% | -0.7% | +0.8% | +0.1% |
| 30D | -7.4% | +1.4% | -8.8% | -7.5% |
| 3M | -10.9% | +4.4% | -15.3% | -11.1% |
| 6M | -12.7% | +0.8% | -13.5% | -12.7% |
| YTD | -3.2% | -2.7% | -0.5% | -3.1% |
| 1Y | +5.3% | +73.4% | -68.1% | +1.7% |
| 3Y | +101.9% | +142.1% | -40.3% | +87.7% |
| 5Y | +134.6% | +7.2% | +127.3% | +123.7% |
| All | +428.1% | +15.0% | +413.1% | +391.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling