+444.8%
NVDA vs WM
+61.9%
+382.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -12.7% | +3.2% | -16.0% | -12.9% |
| 30D | -26.4% | +13.0% | -39.4% | -27.3% |
| 3M | -27.6% | +9.2% | -36.9% | -28.3% |
| 6M | -27.7% | +13.6% | -41.4% | -29.1% |
| YTD | -12.5% | +12.4% | -24.9% | -14.6% |
| 1Y | -12.6% | +21.2% | -33.9% | -16.7% |
| 3Y | +235.9% | +48.7% | +187.3% | +180.7% |
| All | +444.8% | +61.9% | +382.9% | +314.8% |
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