+14,546.7%
NVDA vs WBD
+15.0%
+14,531.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.1% |
| 7D | -5.1% | -0.7% | -4.4% | -5.0% |
| 30D | -2.5% | +1.4% | -3.9% | -2.8% |
| 3M | +6.7% | +4.4% | +2.3% | +5.6% |
| 6M | +17.6% | +0.8% | +16.8% | +17.4% |
| YTD | +17.3% | -2.7% | +20.0% | +18.0% |
| 1Y | +23.5% | +73.4% | -49.9% | +8.9% |
| 3Y | +384.6% | +142.1% | +242.5% | +273.0% |
| 5Y | +875.4% | +7.2% | +868.2% | +759.2% |
| All | +14,546.7% | +15.0% | +14,531.7% | +11,469.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling