+613,227.1%
NVDA vs WFC
+923.6%
+612,303.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.5% |
| 7D | +5.9% | +3.8% | +2.1% | +4.5% |
| 30D | +5.1% | +1.5% | +3.6% | +4.4% |
| 3M | +5.4% | +10.9% | -5.5% | +1.1% |
| 6M | +26.0% | +8.4% | +17.6% | +21.3% |
| YTD | +23.7% | -1.9% | +25.5% | +23.3% |
| 1Y | +34.4% | +12.3% | +22.0% | +26.9% |
| 3Y | +375.8% | +132.3% | +243.5% | +237.9% |
| 5Y | +911.8% | +130.1% | +781.7% | +625.1% |
| 10Y | +14,899.8% | +134.4% | +14,765.4% | +9,909.7% |
| All | +613,227.1% | +923.6% | +612,303.5% | +263,069.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 all: compounded portfolio wealth divided by compounded WFC 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…
all analysis · Full analysis span regression · 6 months rolling