-99.1%
NVD vs WPM
+273.9%
-373.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.7% | +8.1% | +2.9% |
| 7D | +9.0% | -3.6% | +12.6% | +7.4% |
| 30D | -5.5% | +12.5% | -17.9% | 0.0% |
| 3M | -24.6% | +40.6% | -65.2% | -10.9% |
| 6M | -42.1% | +0.5% | -42.6% | -38.0% |
| YTD | -44.3% | +29.0% | -73.4% | -33.5% |
| 1Y | -54.2% | +43.8% | -98.0% | -42.1% |
| 3Y | -99.1% | +266.3% | -365.4% | -98.4% |
| All | -99.1% | +273.9% | -373.0% | -98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling