+913.8%
NVDA vs WMB
+282.7%
+631.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.3% | -3.1% |
| 7D | +3.8% | +0.8% | +3.0% | +3.4% |
| 30D | +0.8% | +7.7% | -6.9% | -3.1% |
| 3M | +8.2% | +6.7% | +1.5% | +4.2% |
| 6M | +27.1% | +3.6% | +23.5% | +23.4% |
| YTD | +21.2% | +28.0% | -6.8% | +4.6% |
| 1Y | +34.3% | +37.6% | -3.3% | +10.5% |
| 3Y | +396.3% | +149.0% | +247.2% | +210.2% |
| 5Y | +913.8% | +285.3% | +628.5% | +496.1% |
| All | +913.8% | +282.7% | +631.1% | +496.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling