+474.2%
NVDA vs WEC
+53.2%
+421.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +3.0% |
| 7D | -13.2% | -0.5% | -12.6% | -13.3% |
| 30D | -23.2% | +12.0% | -35.2% | -21.3% |
| 3M | -20.0% | +11.1% | -31.1% | -18.1% |
| 6M | -20.6% | +6.0% | -26.6% | -19.4% |
| YTD | -6.6% | +14.3% | -20.9% | -3.7% |
| 1Y | -9.8% | +8.0% | -17.8% | -7.9% |
| 3Y | +260.5% | +62.8% | +197.7% | +279.7% |
| 5Y | +474.2% | +55.3% | +418.9% | +536.8% |
| All | +474.2% | +53.2% | +421.0% | +536.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling