+875.7%
NVDA vs WMT
+129.4%
+746.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | -4.3% | -2.5% | -1.8% | -3.8% |
| 30D | +0.5% | -6.4% | +6.9% | +1.8% |
| 3M | +9.1% | -12.1% | +21.2% | +12.0% |
| 6M | +18.5% | -15.0% | +33.4% | +22.2% |
| YTD | +17.4% | -4.5% | +21.9% | +16.5% |
| 1Y | +23.4% | +6.2% | +17.3% | +17.5% |
| 3Y | +380.6% | +99.9% | +280.7% | +250.9% |
| 5Y | +875.7% | +131.4% | +744.3% | +580.3% |
| All | +875.7% | +129.4% | +746.3% | +580.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 WMT 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