-54.2%
NVD vs WPM
+46.6%
-100.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +1.1% |
| 7D | +10.8% | -0.6% | +11.4% | +10.7% |
| 30D | +0.8% | +14.4% | -13.7% | +6.9% |
| 3M | -20.8% | +37.0% | -57.8% | -8.3% |
| 6M | -41.2% | +4.1% | -45.3% | -35.0% |
| YTD | -44.2% | +31.7% | -75.9% | -34.8% |
| 1Y | -54.2% | +44.2% | -98.3% | -44.8% |
| All | -54.2% | +46.6% | -100.8% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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