-20.0%
NVD vs WCC
+13.9%
-33.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.7% | -9.6% | +28.2% | +12.3% |
| 7D | +33.7% | -21.9% | +55.6% | +17.0% |
| 30D | +65.8% | -25.4% | +91.2% | +42.8% |
| 3M | +31.8% | -23.1% | +54.9% | +17.2% |
| 6M | -5.9% | -18.1% | +12.2% | -10.5% |
| YTD | -23.5% | +17.7% | -41.2% | -4.2% |
| 1Y | -20.0% | +12.4% | -32.3% | -1.0% |
| All | -20.0% | +13.9% | -33.9% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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