+462,969.0%
NVDA vs WMB
+720.7%
+462,248.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.3% |
| 7D | -13.2% | +1.6% | -14.8% | -13.5% |
| 30D | -23.2% | -7.1% | -16.2% | -21.9% |
| 3M | -20.0% | -4.0% | -16.0% | -19.4% |
| 6M | -20.6% | -5.7% | -14.9% | -19.8% |
| YTD | -6.6% | +17.2% | -23.8% | -10.8% |
| 1Y | -9.8% | +17.2% | -27.0% | -14.0% |
| 3Y | +260.5% | +121.1% | +139.5% | +195.1% |
| 5Y | +474.2% | +197.2% | +277.0% | +337.4% |
| 10Y | +7,949.9% | +280.9% | +7,669.0% | +5,474.2% |
| All | +462,969.0% | +720.7% | +462,248.3% | +243,192.8% |
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