+449.3%
NVDA vs WCC
+146.1%
+303.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -8.5% | +14.2% | -22.7% | -14.4% |
| 30D | -27.3% | -9.8% | -17.4% | -24.1% |
| 3M | -25.8% | -10.1% | -15.6% | -22.8% |
| 6M | -24.6% | -9.4% | -15.2% | -22.6% |
| YTD | -10.7% | +34.4% | -45.1% | -26.6% |
| 1Y | -14.0% | +23.3% | -37.3% | -26.3% |
| 3Y | +244.9% | +137.9% | +106.9% | +85.8% |
| 5Y | +449.3% | +144.0% | +305.3% | +159.5% |
| All | +449.3% | +146.1% | +303.2% | +159.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling