+913.8%
NVDA vs W
-63.0%
+976.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.6% | -2.2% |
| 7D | +3.8% | +6.5% | -2.7% | +2.1% |
| 30D | +0.8% | -6.2% | +7.0% | +2.3% |
| 3M | +8.2% | +48.9% | -40.7% | -5.6% |
| 6M | +27.1% | +31.2% | -4.1% | +13.9% |
| YTD | +21.2% | -0.4% | +21.6% | +15.8% |
| 1Y | +34.3% | +14.8% | +19.5% | +21.5% |
| 3Y | +396.3% | +40.5% | +355.7% | +275.5% |
| 5Y | +913.8% | -62.1% | +975.9% | +824.0% |
| All | +913.8% | -63.0% | +976.8% | +824.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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