+450,068.4%
NVDA vs WMB
+703.3%
+449,365.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.5% | -7.0% | -5.8% |
| 7D | -18.3% | -6.9% | -11.4% | -16.8% |
| 30D | -26.3% | -7.2% | -19.2% | -25.0% |
| 3M | -22.3% | -5.4% | -16.9% | -21.4% |
| 6M | -21.3% | -4.9% | -16.5% | -20.7% |
| YTD | -9.2% | +14.7% | -23.9% | -12.9% |
| 1Y | -14.9% | +14.7% | -29.7% | -18.4% |
| 3Y | +250.5% | +116.4% | +134.1% | +188.3% |
| 5Y | +475.8% | +198.5% | +277.3% | +338.2% |
| 10Y | +10,058.2% | +266.3% | +9,792.0% | +6,992.1% |
| All | +450,068.4% | +703.3% | +449,365.1% | +237,649.0% |
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