+15,200.7%
NVDA vs WMB
+315.8%
+14,884.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | -0.3% | 0.0% | -0.3% | -0.4% |
| 30D | +2.8% | +4.6% | -1.8% | +0.6% |
| 3M | +7.4% | +5.7% | +1.7% | +4.3% |
| 6M | +22.6% | +4.2% | +18.4% | +19.2% |
| YTD | +20.1% | +26.8% | -6.8% | +6.7% |
| 1Y | +31.2% | +34.7% | -3.5% | +13.0% |
| 3Y | +391.7% | +146.8% | +244.9% | +229.0% |
| 5Y | +911.9% | +285.0% | +626.9% | +461.7% |
| 10Y | +15,200.7% | +313.2% | +14,887.5% | +7,769.0% |
| All | +15,200.7% | +315.8% | +14,884.9% | +7,769.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 10y: compounded portfolio wealth divided by compounded WMB 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…
10y analysis · Full analysis span regression · 6 months rolling