+7,949.9%
NVDA vs WMB
+278.0%
+7,671.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +1.9% |
| 7D | -13.2% | +1.6% | -14.8% | -13.8% |
| 30D | -23.2% | -7.1% | -16.2% | -20.9% |
| 3M | -20.0% | -4.0% | -16.0% | -19.0% |
| 6M | -20.6% | -5.7% | -14.9% | -19.3% |
| YTD | -6.6% | +17.2% | -23.8% | -14.5% |
| 1Y | -9.8% | +17.2% | -27.0% | -17.5% |
| 3Y | +260.5% | +121.1% | +139.5% | +150.7% |
| 5Y | +474.2% | +197.2% | +277.0% | +251.2% |
| 10Y | +7,949.9% | +280.9% | +7,669.0% | +4,167.4% |
| All | +7,949.9% | +278.0% | +7,671.9% | +4,167.4% |
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