+52,236.1%
NVDA vs WU
-19.6%
+52,255.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.3% |
| 7D | +5.9% | -0.8% | +6.7% | +6.3% |
| 30D | +5.1% | -1.1% | +6.2% | +5.5% |
| 3M | +5.4% | -3.9% | +9.2% | +4.5% |
| 6M | +26.0% | -20.7% | +46.7% | +36.7% |
| YTD | +23.7% | -18.4% | +42.0% | +31.5% |
| 1Y | +34.4% | -8.1% | +42.4% | +32.4% |
| 3Y | +375.8% | -24.2% | +400.0% | +392.2% |
| 5Y | +911.8% | -50.4% | +962.2% | +1,182.6% |
| 10Y | +14,899.8% | -40.0% | +14,939.8% | +15,980.6% |
| All | +52,236.1% | -19.6% | +52,255.7% | +42,209.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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