+613,227.2%
NVDA vs WMB
+776.6%
+612,450.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +5.9% | +0.6% | +5.3% | +5.7% |
| 30D | +5.1% | +3.3% | +1.8% | +4.1% |
| 3M | +5.4% | +3.1% | +2.2% | +4.3% |
| 6M | +26.0% | -0.7% | +26.7% | +25.6% |
| YTD | +23.7% | +25.2% | -1.5% | +16.3% |
| 1Y | +34.4% | +32.9% | +1.5% | +24.3% |
| 3Y | +375.8% | +140.6% | +235.2% | +281.6% |
| 5Y | +911.8% | +273.5% | +638.3% | +629.1% |
| 10Y | +14,899.8% | +334.2% | +14,565.6% | +9,964.7% |
| All | +613,227.2% | +776.6% | +612,450.6% | +317,245.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling