+497,380.1%
NVDA vs WM
+742.2%
+496,637.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.1% | +4.9% | +3.7% |
| 7D | -8.8% | +1.2% | -10.0% | -9.5% |
| 30D | -21.4% | +13.1% | -34.5% | -26.2% |
| 3M | -14.7% | +3.6% | -18.3% | -16.8% |
| 6M | -10.0% | +8.1% | -18.1% | -14.7% |
| YTD | +0.3% | +8.9% | -8.6% | -6.2% |
| 1Y | -0.5% | +20.3% | -20.9% | -11.6% |
| 3Y | +309.2% | +46.2% | +263.0% | +221.7% |
| 5Y | +530.1% | +59.9% | +470.2% | +369.4% |
| 10Y | +11,159.1% | +345.6% | +10,813.5% | +4,960.1% |
| All | +497,380.1% | +742.2% | +496,637.9% | +131,921.9% |
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