+428.1%
WMT vs WU
-39.1%
+467.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.8% | +1.2% |
| 7D | 0.0% | -3.5% | +3.5% | +0.6% |
| 30D | -7.4% | -2.9% | -4.5% | -7.0% |
| 3M | -10.9% | -2.3% | -8.6% | -11.2% |
| 6M | -12.7% | -25.4% | +12.7% | -8.8% |
| YTD | -3.2% | -21.2% | +18.0% | -0.1% |
| 1Y | +5.3% | -8.9% | +14.1% | +5.3% |
| 3Y | +101.9% | -29.0% | +130.8% | +109.3% |
| 5Y | +134.6% | -50.7% | +185.3% | +159.2% |
| All | +428.1% | -39.1% | +467.2% | +433.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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