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DASHBOARDS: Portfolio Hub Market Pulse Performance

WMT

Walmart Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for WMT (Walmart Inc) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -50.9% (compared to the benchmark's drawdown of -50.5%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 11.1%, compared to a Buy-and-Hold benchmark return of 22.1%. The strategy executed 83 total trades.

* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.

WMT Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR10.93%14.28%9.58%19.70%7.91%18.12%11.07%22.05%
Sharpe Ratio0.440.550.480.820.410.760.480.71
Max Drawdown-21.59%-19.23%-35.16%-25.74%-44.09%-25.74%-50.88%-50.55%
% Time Invested93.7%100.0%83.2%100.0%79.0%100.0%69.1%100.0%
Trades / Year0.00.01.20.01.30.01.60.0

Cumulative Growth Performance

Return Distribution Analysis

Return Distribution

Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
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2025-03-11 2025-04-02 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2022-11-16 2025-03-11 Completed 100% $47.16 $86.12 82.53% Stop
2022-08-29 2022-11-16 Interest (CASH) 100% $1.00 $1.01 0.80% Interest Income
2022-08-16 2022-08-29 Completed 100% $44.29 $41.72 -5.86% Stop
2022-06-16 2022-08-16 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2022-06-10 2022-06-16 Completed 100% $38.02 $37.58 -1.22% Signal
2022-05-18 2022-06-10 Interest (CASH) 100% $1.00 $1.00 0.07% Interest Income
2022-04-14 2022-05-18 Completed 100% $49.70 $40.65 -18.25% Stop
2022-01-27 2022-04-14 Interest (CASH) 100% $1.00 $1.00 0.09% Interest Income
2021-08-11 2022-01-27 Completed 100% $46.76 $43.15 -7.76% Signal
2021-03-31 2021-08-11 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2021-03-26 2021-03-31 Completed 100% $41.74 $42.22 1.11% Signal
2021-03-04 2021-03-26 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2020-04-07 2021-03-04 Completed 100% $38.00 $39.66 4.34% Stop
2020-03-13 2020-04-07 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2019-01-16 2020-03-13 Completed 100% $28.69 $33.03 15.06% Stop
2018-12-21 2019-01-16 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2018-09-12 2018-12-21 Completed 100% $28.63 $25.98 -9.31% Stop
2018-05-01 2018-09-12 Interest (CASH) 100% $1.00 $1.01 0.73% Interest Income
2018-03-16 2018-05-01 Completed 100% $25.78 $25.76 -0.11% Signal
2018-02-22 2018-03-16 Interest (CASH) 100% $1.00 $1.00 0.11% Interest Income
2017-04-17 2018-02-22 Completed 100% $20.99 $26.71 27.20% Stop
2017-01-12 2017-04-17 Interest (CASH) 100% $1.00 $1.00 0.16% Interest Income
2017-01-04 2017-01-12 Completed 100% $19.55 $19.47 -0.49% Signal
2016-12-09 2017-01-04 Interest (CASH) 100% $1.00 $1.00 0.03% Interest Income
2016-03-15 2016-12-09 Completed 100% $18.68 $20.01 7.08% Signal
2015-05-20 2016-03-15 Interest (CASH) 100% $1.00 $1.00 0.10% Interest Income
2014-09-26 2015-05-20 Completed 100% $20.42 $20.85 2.06% Signal
2014-08-01 2014-09-26 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2014-04-25 2014-08-01 Completed 100% $20.70 $19.50 -5.84% Signal
2014-03-07 2014-04-25 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2013-03-28 2014-03-07 Completed 100% $19.31 $19.82 2.57% Signal
2013-02-12 2013-03-28 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income
2011-10-26 2013-02-12 Completed 100% $14.20 $18.33 29.03% Signal
2011-08-04 2011-10-26 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2011-05-17 2011-08-04 Completed 100% $13.72 $12.59 -8.27% Signal
2011-04-25 2011-05-17 Interest (CASH) 100% $1.00 $1.00 0.00% Interest Income
2010-10-13 2011-04-25 Completed 100% $13.12 $13.14 0.12% Signal
2010-06-24 2010-10-13 Interest (CASH) 100% $1.00 $1.00 0.05% Interest Income
2009-09-21 2010-06-24 Completed 100% $11.85 $12.21 3.03% Signal
2008-11-21 2009-09-21 Interest (CASH) 100% $1.00 $1.00 0.14% Interest Income
2008-10-31 2008-11-21 Completed 100% $12.76 $11.92 -6.59% Signal
2008-10-09 2008-10-31 Interest (CASH) 100% $1.00 $1.00 0.04% Interest Income
2008-01-07 2008-10-09 Completed 100% $10.49 $12.68 20.87% Stop
2007-08-15 2008-01-07 Interest (CASH) 100% $1.00 $1.01 1.41% Interest Income
2006-09-06 2007-08-15 Completed 100% $10.17 $10.03 -1.49% Stop
2006-08-04 2006-09-06 Interest (CASH) 100% $1.00 $1.00 0.43% Interest Income
2006-05-11 2006-08-04 Completed 100% $10.65 $10.07 -5.46% Signal
2006-02-09 2006-05-11 Interest (CASH) 100% $1.00 $1.01 1.15% Interest Income
2005-12-21 2006-02-09 Completed 100% $10.82 $10.07 -6.95% Signal
2005-08-25 2005-12-21 Interest (CASH) 100% $1.00 $1.01 1.21% Interest Income
2005-05-10 2005-08-25 Completed 100% $10.75 $10.12 -5.92% Stop
2004-06-23 2005-05-10 Interest (CASH) 100% $1.00 $1.02 1.86% Interest Income
2004-03-12 2004-06-23 Completed 100% $12.56 $11.77 -6.39% Signal
2003-12-16 2004-03-12 Interest (CASH) 100% $1.00 $1.00 0.22% Interest Income
2003-04-29 2003-12-16 Completed 100% $12.09 $11.03 -8.83% Stop
2002-06-28 2003-04-29 Interest (CASH) 100% $1.00 $1.01 1.15% Interest Income
2002-05-30 2002-06-28 Completed 100% $11.59 $12.23 5.44% Signal
2002-05-07 2002-05-30 Interest (CASH) 100% $1.00 $1.00 0.11% Interest Income
2001-11-19 2002-05-07 Completed 100% $11.67 $11.71 0.23% Stop
2001-08-31 2001-11-19 Interest (CASH) 100% $1.00 $1.00 0.46% Interest Income
2001-05-15 2001-08-31 Completed 100% $11.59 $10.18 -12.15% Stop
2001-03-22 2001-05-15 Interest (CASH) 100% $1.00 $1.01 0.57% Interest Income
2001-02-06 2001-03-22 Completed 100% $11.37 $10.07 -11.43% Signal
2000-06-23 2001-02-06 Interest (CASH) 100% $1.00 $1.04 3.70% Interest Income
2000-05-11 2000-06-23 Completed 100% $12.08 $11.40 -5.65% Signal
2000-04-18 2000-05-11 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-03-14 2000-04-18 Completed 100% $9.96 $11.45 14.98% Stop
2000-02-18 2000-03-14 Interest (CASH) 100% $1.00 $1.00 0.36% Interest Income
2000-02-16 2000-02-18 Completed 100% $11.97 $10.27 -14.20% Stop
2000-01-25 2000-02-16 Interest (CASH) 100% $1.00 $1.00 0.35% Interest Income
1999-08-26 2000-01-25 Completed 100% $10.15 $12.67 24.77% Stop
1999-08-04 1999-08-26 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
1999-05-12 1999-08-04 Completed 100% $10.01 $8.74 -12.74% Stop
1999-04-20 1999-05-12 Interest (CASH) 100% $1.00 $1.00 0.28% Interest Income
1998-10-23 1999-04-20 Completed 100% $7.04 $9.72 37.92% Stop
1998-10-01 1998-10-23 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1998-09-24 1998-10-01 Completed 100% $6.80 $5.69 -16.40% Stop
1998-09-01 1998-09-24 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
1998-08-27 1998-09-01 Completed 100% $7.18 $6.26 -12.86% Stop
1998-08-05 1998-08-27 Interest (CASH) 100% $1.00 $1.00 0.31% Interest Income
1997-11-19 1998-08-05 Completed 100% $4.09 $6.14 50.29% Stop
1997-10-28 1997-11-19 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1997-03-26 1997-10-28 Completed 100% $3.05 $3.18 4.19% Stop
1996-12-16 1997-03-26 Interest (CASH) 100% $1.00 $1.01 1.39% Interest Income
1996-08-08 1996-12-16 Completed 100% $2.55 $2.49 -2.70% Stop
1996-07-17 1996-08-08 Interest (CASH) 100% $1.00 $1.00 0.33% Interest Income
1996-05-20 1996-07-17 Completed 100% $2.56 $2.40 -6.43% Stop
1995-10-12 1996-05-20 Interest (CASH) 100% $1.00 $1.03 3.11% Interest Income
1995-01-31 1995-10-12 Completed 100% $2.34 $2.38 1.65% Stop
1994-05-12 1995-01-31 Interest (CASH) 100% $1.00 $1.04 3.56% Interest Income
1994-04-26 1994-05-12 Completed 100% $2.57 $2.47 -4.01% Signal
1994-04-04 1994-04-26 Interest (CASH) 100% $1.00 $1.00 0.23% Interest Income
1994-03-08 1994-04-04 Completed 100% $2.89 $2.56 -11.37% Stop
1994-02-11 1994-03-08 Interest (CASH) 100% $1.00 $1.00 0.22% Interest Income
1993-12-08 1994-02-11 Completed 100% $2.80 $2.73 -2.32% Signal
1993-05-10 1993-12-08 Interest (CASH) 100% $1.00 $1.02 1.81% Interest Income
1993-04-30 1993-05-10 Completed 100% $2.71 $2.67 -1.45% Signal
1993-04-07 1993-04-30 Interest (CASH) 100% $1.00 $1.00 0.18% Interest Income
1992-03-13 1993-04-07 Completed 100% $2.68 $2.79 3.96% Stop
1992-02-20 1992-03-13 Interest (CASH) 100% $1.00 $1.00 0.25% Interest Income
1990-11-06 1992-02-20 Completed 100% $1.41 $2.62 85.27% Stop
1990-10-15 1990-11-06 Interest (CASH) 100% $1.00 $1.00 0.45% Interest Income
1990-08-22 1990-10-15 Completed 100% $1.38 $1.31 -4.92% Stop
1990-07-31 1990-08-22 Interest (CASH) 100% $1.00 $1.00 0.47% Interest Income
1989-11-08 1990-07-31 Completed 100% $1.04 $1.58 51.87% Stop
1989-10-17 1989-11-08 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1988-07-07 1989-10-17 Completed 100% $0.79 $1.04 31.83% Stop
1988-04-21 1988-07-07 Interest (CASH) 100% $1.00 $1.02 1.60% Interest Income
1988-04-14 1988-04-21 Completed 100% $0.72 $0.68 -5.22% Stop
1987-11-23 1988-04-14 Interest (CASH) 100% $1.00 $1.03 2.98% Interest Income
1987-11-10 1987-11-23 Completed 100% $0.67 $0.69 2.73% Signal
1987-10-19 1987-11-10 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1987-10-14 1987-10-19 Completed 100% $0.86 $0.54 -36.72% Stop
1987-09-22 1987-10-14 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1986-10-08 1987-09-22 Completed 100% $0.53 $0.86 60.73% Stop
1986-09-16 1986-10-08 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1986-08-07 1986-09-16 Completed 100% $0.55 $0.49 -11.07% Stop
1986-07-16 1986-08-07 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1985-08-22 1986-07-16 Completed 100% $0.31 $0.55 76.36% Stop
1985-07-31 1985-08-22 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1984-12-31 1985-07-31 Completed 100% $0.23 $0.29 27.45% Stop
1984-12-06 1984-12-31 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1984-07-06 1984-12-06 Completed 100% $0.25 $0.23 -4.28% Stop
1984-01-31 1984-07-06 Interest (CASH) 100% $1.00 $1.03 3.31% Interest Income
1984-01-13 1984-01-31 Completed 100% $0.22 $0.21 -7.50% Signal
1983-12-20 1984-01-13 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-09-15 1983-12-20 Completed 100% $0.23 $0.23 0.37% Stop
1983-08-23 1983-09-15 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1983-01-28 1983-08-23 Completed 100% $0.14 $0.24 63.10% Stop
1983-01-06 1983-01-28 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1982-09-03 1983-01-06 Completed 100% $0.10 $0.14 38.43% Stop
1982-08-12 1982-09-03 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1981-10-01 1982-08-12 Completed 100% $0.06 $0.08 37.12% Stop
1981-09-09 1981-10-01 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1981-02-26 1981-09-09 Completed 100% $0.04 $0.05 9.17% Stop
1981-02-03 1981-02-26 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1980-06-06 1981-02-03 Completed 100% $0.03 $0.04 63.88% Stop
1980-04-18 1980-06-06 Interest (CASH) 100% $1.00 $1.01 1.02% Interest Income
1980-03-26 1980-04-18 Completed 100% $0.02 $0.02 4.97% Signal
1980-03-04 1980-03-26 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1979-11-01 1980-03-04 Completed 100% $0.02 $0.02 4.79% Stop
1979-10-10 1979-11-01 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1979-04-24 1979-10-10 Completed 100% $0.02 $0.02 11.36% Stop
1978-12-19 1979-04-24 Interest (CASH) 100% $1.00 $1.03 2.61% Interest Income
1978-11-14 1978-12-19 Completed 100% $0.02 $0.02 5.00% Signal
1978-10-23 1978-11-14 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1978-02-02 1978-10-23 Completed 100% $0.01 $0.02 27.82% Stop
1978-01-11 1978-02-02 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1977-07-27 1978-01-11 Completed 100% $0.01 $0.01 19.05% Stop
1977-02-28 1977-07-27 Interest (CASH) 100% $1.00 $1.03 3.13% Interest Income
1977-02-24 1977-02-28 Completed 100% $0.01 $0.01 -0.05% Signal
1977-02-01 1977-02-24 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1976-10-11 1977-02-01 Completed 100% $0.01 $0.01 -5.02% Stop
1976-06-29 1976-10-11 Interest (CASH) 100% $1.00 $1.02 2.18% Interest Income
1976-06-24 1976-06-29 Completed 100% $0.01 $0.01 -7.59% Signal
1976-06-02 1976-06-24 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1976-05-18 1976-06-02 Completed 100% $0.01 $0.01 -11.81% Stop
1976-04-26 1976-05-18 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1976-01-16 1976-04-26 Completed 100% $0.01 $0.01 -0.80% Stop
1975-12-23 1976-01-16 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1975-05-23 1975-12-23 Completed 100% $0.01 $0.01 30.50% Stop
1975-05-01 1975-05-23 Interest (CASH) 100% $1.00 $1.00 0.48% Interest Income
1975-03-18 1975-05-01 Completed 100% $0.01 $0.01 -14.42% Stop
1974-11-07 1975-03-18 Interest (CASH) 100% $1.00 $1.03 2.67% Interest Income