+6.2%
WMT vs HDB
-37.9%
+44.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | -2.5% | -6.2% | +3.7% | -1.5% |
| 30D | -6.4% | -6.2% | -0.2% | -5.5% |
| 3M | -12.1% | -5.9% | -6.3% | -11.8% |
| 6M | -15.0% | -25.9% | +11.0% | -10.0% |
| YTD | -4.5% | -40.2% | +35.7% | +6.1% |
| 1Y | +6.2% | -38.0% | +44.2% | +16.3% |
| All | +6.2% | -37.9% | +44.1% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling