+449.3%
NVDA vs WM
+63.0%
+386.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.6% | -5.9% | -4.5% |
| 7D | -8.5% | +1.2% | -9.7% | -8.6% |
| 30D | -27.3% | +15.2% | -42.5% | -28.3% |
| 3M | -25.8% | +8.3% | -34.1% | -26.3% |
| 6M | -24.6% | +13.1% | -37.7% | -25.9% |
| YTD | -10.7% | +12.5% | -23.2% | -12.8% |
| 1Y | -14.0% | +21.8% | -35.8% | -18.1% |
| 3Y | +244.9% | +48.8% | +196.1% | +188.2% |
| 5Y | +449.3% | +62.1% | +387.2% | +317.6% |
| All | +449.3% | +63.0% | +386.2% | +317.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling