+600,900.0%
NVDA vs WMT
+1,174.4%
+599,725.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.6% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | +0.8% | -5.0% | +5.7% | +2.6% |
| 3M | +8.2% | -11.3% | +19.5% | +13.1% |
| 6M | +27.1% | -13.8% | +40.9% | +33.7% |
| YTD | +21.2% | -4.2% | +25.4% | +20.8% |
| 1Y | +34.3% | +4.6% | +29.7% | +27.4% |
| 3Y | +396.3% | +100.5% | +295.8% | +239.7% |
| 5Y | +913.8% | +129.7% | +784.1% | +542.0% |
| 10Y | +14,572.5% | +423.4% | +14,149.1% | +6,293.8% |
| All | +600,900.0% | +1,174.4% | +599,725.5% | +184,164.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling