-20.1%
NVDL vs WMB
+22.7%
-42.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -6.4% | +0.3% | -4.2% |
| 7D | -14.0% | -8.6% | -5.4% | -11.7% |
| 30D | -31.2% | -4.2% | -27.0% | -29.8% |
| 3M | -15.5% | -4.4% | -11.1% | -13.8% |
| 6M | -10.3% | -8.7% | -1.6% | -8.0% |
| YTD | -5.8% | +15.4% | -21.2% | -15.2% |
| 1Y | -20.1% | +23.7% | -43.8% | -33.2% |
| All | -20.1% | +22.7% | -42.8% | -33.2% |
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