-98.5%
NVD vs WCC
+114.2%
-212.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.7% | +5.6% | +2.7% |
| 7D | +28.6% | +9.9% | +18.7% | +37.6% |
| 30D | +73.6% | -8.4% | +82.1% | +67.9% |
| 3M | +70.1% | -10.3% | +80.4% | +65.3% |
| 6M | +53.6% | -10.5% | +64.1% | +54.3% |
| YTD | -7.0% | +32.2% | -39.2% | +30.2% |
| 1Y | -9.0% | +25.5% | -34.5% | +23.2% |
| 3Y | -98.3% | +134.7% | -233.0% | -94.8% |
| All | -98.5% | +114.2% | -212.7% | -95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling