+7,836.4%
NVDA vs WEC
+197.9%
+7,638.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.1% |
| 7D | -12.7% | +2.3% | -15.1% | -13.0% |
| 30D | -26.4% | +11.1% | -37.5% | -27.4% |
| 3M | -27.6% | +8.4% | -36.1% | -28.4% |
| 6M | -27.7% | +7.5% | -35.2% | -28.5% |
| YTD | -12.5% | +15.3% | -27.8% | -14.4% |
| 1Y | -12.6% | +9.7% | -22.4% | -14.0% |
| 3Y | +235.9% | +64.7% | +171.3% | +199.4% |
| 5Y | +438.2% | +57.3% | +381.0% | +379.3% |
| All | +7,836.4% | +197.9% | +7,638.5% | +7,101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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