+14,551.4%
NVDA vs WEC
+146.6%
+14,404.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.2% |
| 7D | -4.3% | -1.3% | -3.0% | -4.2% |
| 30D | +0.5% | -0.4% | +0.9% | +0.5% |
| 3M | +9.1% | -6.8% | +15.9% | +9.9% |
| 6M | +18.5% | -6.4% | +24.9% | +19.2% |
| YTD | +17.4% | +2.5% | +14.9% | +16.4% |
| 1Y | +23.4% | -0.4% | +23.8% | +22.8% |
| 3Y | +380.6% | +38.5% | +342.1% | +341.1% |
| 5Y | +875.7% | +31.7% | +844.0% | +798.0% |
| All | +14,551.4% | +146.6% | +14,404.8% | +13,271.9% |
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