+242.8%
NVDA vs WCC
+138.4%
+104.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -8.5% | +14.2% | -22.7% | -13.2% |
| 30D | -27.3% | -9.8% | -17.4% | -24.7% |
| 3M | -25.8% | -10.1% | -15.6% | -23.3% |
| 6M | -24.6% | -9.4% | -15.2% | -22.8% |
| YTD | -10.7% | +34.4% | -45.1% | -22.9% |
| 1Y | -14.0% | +23.3% | -37.3% | -23.3% |
| All | +242.8% | +138.4% | +104.4% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling