+875.7%
NVDA vs WY
-22.3%
+898.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.1% |
| 7D | -4.3% | -3.7% | -0.6% | -2.7% |
| 30D | +0.5% | -11.3% | +11.8% | +5.7% |
| 3M | +9.1% | -8.1% | +17.2% | +12.4% |
| 6M | +18.5% | -7.4% | +25.9% | +21.0% |
| YTD | +17.4% | -4.7% | +22.1% | +17.2% |
| 1Y | +23.4% | -9.2% | +32.6% | +25.7% |
| 3Y | +380.6% | -24.7% | +405.3% | +412.7% |
| 5Y | +875.7% | -21.6% | +897.3% | +1,038.7% |
| All | +875.7% | -22.3% | +898.0% | +1,038.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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