+1,266.3%
NVDL vs WMB
+138.8%
+1,127.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.6% |
| 7D | -24.8% | +7.8% | -32.6% | -29.5% |
| 30D | -48.0% | -5.1% | -43.0% | -45.7% |
| 3M | -51.5% | -4.7% | -46.8% | -49.8% |
| 6M | -54.9% | -7.4% | -47.5% | -52.6% |
| YTD | -39.2% | +17.5% | -56.7% | -49.8% |
| 1Y | -41.1% | +19.5% | -60.6% | -52.3% |
| 3Y | +262.9% | +121.3% | +141.6% | +152.5% |
| All | +1,266.3% | +138.8% | +1,127.6% | +880.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling