+23.7%
WMT vs WM
+20.0%
+3.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -1.6% | -0.5% | -1.1% | -1.4% |
| 30D | +12.9% | +13.3% | -0.5% | +7.8% |
| 3M | +12.6% | +4.4% | +8.2% | +10.5% |
| 6M | -3.4% | +10.8% | -14.3% | -6.6% |
| YTD | +13.5% | +9.1% | +4.4% | +9.5% |
| All | +23.7% | +20.0% | +3.8% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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