+131.4%
WMT vs WU
-51.6%
+183.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | -2.5% | -5.0% | +2.5% | -1.9% |
| 30D | -6.4% | -2.3% | -4.2% | -6.2% |
| 3M | -12.1% | -3.2% | -8.9% | -12.2% |
| 6M | -15.0% | -25.0% | +10.1% | -12.1% |
| YTD | -4.5% | -21.7% | +17.2% | -2.0% |
| 1Y | +6.2% | -9.0% | +15.1% | +6.1% |
| 3Y | +99.9% | -28.9% | +128.8% | +105.5% |
| 5Y | +131.4% | -51.0% | +182.5% | +145.1% |
| All | +131.4% | -51.6% | +183.0% | +145.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling