+8,919.3%
WMT vs DD
+959.7%
+7,959.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | -5.0% | -7.4% | +2.5% | -3.4% |
| 3M | -11.3% | -6.4% | -4.9% | -10.2% |
| 6M | -13.8% | -2.5% | -11.3% | -13.9% |
| YTD | -4.2% | +10.2% | -14.4% | -7.1% |
| 1Y | +4.6% | +36.9% | -32.4% | -3.8% |
| 3Y | +100.5% | +47.0% | +53.5% | +78.2% |
| 5Y | +129.7% | +63.1% | +66.5% | +95.7% |
| 10Y | +423.4% | +68.2% | +355.3% | +317.5% |
| All | +8,919.3% | +959.7% | +7,959.5% | +3,035.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DD.
Daily Out/Under-Performance
Portfolio return minus DD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling