+444.8%
NVDA vs WPM
+210.4%
+234.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -12.7% | -3.6% | -9.2% | -12.0% |
| 30D | -26.4% | +1.4% | -27.9% | -26.9% |
| 3M | -27.6% | -0.2% | -27.5% | -28.1% |
| 6M | -27.7% | -7.3% | -20.4% | -27.3% |
| YTD | -12.5% | +12.3% | -24.8% | -17.4% |
| 1Y | -12.6% | +24.9% | -37.5% | -20.0% |
| 3Y | +235.9% | +210.4% | +25.6% | +128.9% |
| All | +444.8% | +210.4% | +234.4% | +290.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling