+170.1%
WMT vs HD
+8.2%
+161.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +0.6% | +5.2% | -4.6% | -1.1% |
| 30D | +12.8% | +20.7% | -8.0% | +6.2% |
| 3M | +11.7% | +0.8% | +10.9% | +11.2% |
| 6M | -3.5% | +12.2% | -15.7% | -7.3% |
| YTD | +13.4% | +4.2% | +9.2% | +11.3% |
| 1Y | +23.6% | -2.6% | +26.2% | +23.7% |
| 3Y | +133.9% | +30.0% | +103.9% | +114.0% |
| 5Y | +170.1% | +8.1% | +162.0% | +150.5% |
| All | +170.1% | +8.2% | +161.9% | +150.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling