+817.4%
WMT vs HDB
+3,694.0%
-2,876.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.6% |
| 7D | +0.1% | -2.0% | +2.2% | +0.4% |
| 30D | -5.0% | -4.9% | -0.1% | -4.3% |
| 3M | -11.3% | -2.3% | -9.0% | -11.2% |
| 6M | -13.8% | -23.7% | +9.9% | -10.8% |
| YTD | -4.2% | -38.5% | +34.3% | +2.1% |
| 1Y | +4.6% | -36.5% | +41.0% | +10.9% |
| 3Y | +100.5% | -28.5% | +128.9% | +107.4% |
| 5Y | +129.7% | -37.4% | +167.0% | +139.6% |
| 10Y | +423.4% | +34.0% | +389.4% | +373.7% |
| All | +817.4% | +3,694.0% | -2,876.6% | +419.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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