+613,227.2%
NVDA vs WM
+677.2%
+612,550.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.4% |
| 7D | +5.9% | -0.3% | +6.2% | +6.0% |
| 30D | +5.1% | -2.4% | +7.5% | +6.1% |
| 3M | +5.4% | +0.4% | +4.9% | +4.2% |
| 6M | +26.0% | -9.5% | +35.5% | +30.0% |
| YTD | +23.7% | +0.5% | +23.2% | +20.9% |
| 1Y | +34.4% | -1.1% | +35.5% | +31.4% |
| 3Y | +375.8% | +46.0% | +329.8% | +274.4% |
| 5Y | +911.8% | +51.8% | +859.9% | +676.9% |
| 10Y | +14,899.8% | +307.5% | +14,592.3% | +6,983.1% |
| All | +613,227.2% | +677.2% | +612,550.0% | +170,090.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling