+23.5%
NVDA vs WAT
+38.4%
-14.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.1% |
| 7D | -5.1% | -0.3% | -4.9% | -5.1% |
| 30D | -2.5% | -1.9% | -0.6% | -2.4% |
| 3M | +6.7% | +13.5% | -6.8% | +6.7% |
| 6M | +17.6% | +37.2% | -19.6% | +18.5% |
| YTD | +17.3% | +7.5% | +9.8% | +16.7% |
| 1Y | +23.5% | +35.0% | -11.5% | +19.8% |
| All | +23.5% | +38.4% | -14.9% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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