+875.7%
NVDA vs WBD
+5.3%
+870.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.5% |
| 7D | -4.3% | -0.6% | -3.7% | -4.2% |
| 30D | +0.5% | +4.2% | -3.7% | -0.4% |
| 3M | +9.1% | +7.5% | +1.6% | +7.2% |
| 6M | +18.5% | +1.6% | +16.9% | +18.0% |
| YTD | +17.4% | -2.2% | +19.5% | +18.0% |
| 1Y | +23.4% | +124.9% | -101.4% | +0.2% |
| 3Y | +380.6% | +149.1% | +231.5% | +258.5% |
| 5Y | +875.7% | +7.8% | +867.9% | +782.2% |
| All | +875.7% | +5.3% | +870.4% | +782.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling