+421.1%
WMT vs HD
+208.4%
+212.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.4% |
| 7D | -2.5% | -3.9% | +1.4% | -1.2% |
| 30D | -6.4% | -13.1% | +6.7% | -1.9% |
| 3M | -12.1% | -3.4% | -8.7% | -11.3% |
| 6M | -15.0% | -12.6% | -2.4% | -11.5% |
| YTD | -4.5% | -9.2% | +4.7% | -1.9% |
| 1Y | +6.2% | -23.9% | +30.1% | +15.6% |
| 3Y | +99.9% | +0.4% | +99.4% | +96.1% |
| 5Y | +131.4% | +4.5% | +126.9% | +119.3% |
| All | +421.1% | +208.4% | +212.7% | +248.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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