+497,379.9%
NVDA vs WST
+6,388.4%
+490,991.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +0.9% | +1.8% |
| 7D | -8.8% | -3.1% | -5.7% | -7.2% |
| 30D | -21.4% | +9.1% | -30.5% | -24.7% |
| 3M | -14.7% | +14.7% | -29.4% | -20.5% |
| 6M | -10.0% | +28.0% | -38.0% | -21.4% |
| YTD | +0.3% | +45.6% | -45.3% | -19.4% |
| 1Y | -0.5% | +45.7% | -46.2% | -20.4% |
| 3Y | +309.2% | +21.1% | +288.1% | +200.8% |
| 5Y | +530.1% | +0.3% | +529.8% | +409.7% |
| 10Y | +11,159.1% | +449.0% | +10,710.1% | +3,191.7% |
| All | +497,379.9% | +6,388.4% | +490,991.6% | +25,585.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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