+34.4%
NVDA vs WPM
+53.7%
-19.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.1% |
| 7D | +5.9% | +1.1% | +4.8% | +5.6% |
| 30D | +5.1% | +26.4% | -21.3% | 0.0% |
| 3M | +5.4% | +20.8% | -15.5% | +0.7% |
| 6M | +26.0% | +1.1% | +24.9% | +22.0% |
| YTD | +23.7% | +32.5% | -8.8% | +16.5% |
| 1Y | +34.4% | +51.5% | -17.2% | +24.3% |
| All | +34.4% | +53.7% | -19.4% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling