+40.6%
NVDL vs WMB
+31.9%
+8.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +11.7% | +0.6% | +11.1% | +11.6% |
| 30D | +7.8% | +3.3% | +4.6% | +7.3% |
| 3M | +3.3% | +3.1% | +0.2% | +2.8% |
| 6M | +38.9% | -0.7% | +39.6% | +39.4% |
| YTD | +28.5% | +25.2% | +3.3% | +17.4% |
| 1Y | +40.6% | +32.9% | +7.7% | +29.6% |
| All | +40.6% | +31.9% | +8.7% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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