-14.9%
NVDA vs WM
+20.3%
-35.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.8% | -5.3% |
| 7D | -18.3% | +1.2% | -19.4% | -17.6% |
| 30D | -26.3% | +13.7% | -40.0% | -19.6% |
| 3M | -22.3% | +5.2% | -27.5% | -18.9% |
| 6M | -21.3% | +11.2% | -32.5% | -14.4% |
| YTD | -9.2% | +9.4% | -18.7% | -1.4% |
| 1Y | -14.9% | +20.4% | -35.3% | -2.1% |
| All | -14.9% | +20.3% | -35.3% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling