+911.9%
NVDA vs WAB
+224.0%
+687.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | +0.2% |
| 7D | -0.3% | +0.2% | -0.6% | -0.5% |
| 30D | +2.8% | -4.6% | +7.4% | +6.5% |
| 3M | +7.4% | +5.6% | +1.8% | +1.4% |
| 6M | +22.6% | +13.8% | +8.8% | +7.3% |
| YTD | +20.1% | +31.9% | -11.8% | -8.4% |
| 1Y | +31.2% | +48.3% | -17.1% | -10.6% |
| 3Y | +391.7% | +167.1% | +224.6% | +87.3% |
| 5Y | +911.9% | +222.9% | +689.0% | +220.9% |
| All | +911.9% | +224.0% | +687.9% | +220.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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