+875.7%
NVDA vs WDC
+931.6%
-55.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.2% | -0.3% |
| 7D | -4.3% | +4.4% | -8.7% | -6.3% |
| 30D | +0.5% | +5.3% | -4.8% | -2.7% |
| 3M | +9.1% | -5.9% | +15.0% | +3.9% |
| 6M | +18.5% | +73.2% | -54.8% | -21.2% |
| YTD | +17.4% | +167.8% | -150.5% | -43.0% |
| 1Y | +23.4% | +386.0% | -362.6% | -61.3% |
| 3Y | +380.6% | +1,309.7% | -929.1% | -31.6% |
| 5Y | +875.7% | +957.1% | -81.4% | +63.0% |
| All | +875.7% | +931.6% | -55.9% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 WDC 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