-23.9%
NVDX vs WCC
+24.5%
-48.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -9.9% | +3.8% | -0.1% |
| 7D | -14.1% | -8.8% | -5.3% | -9.2% |
| 30D | -31.3% | -16.0% | -15.3% | -23.8% |
| 3M | -16.2% | -15.2% | -0.9% | -7.7% |
| 6M | -11.9% | -8.4% | -3.5% | -6.7% |
| YTD | -9.4% | +30.1% | -39.5% | -25.4% |
| 1Y | -23.9% | +26.4% | -50.3% | -37.0% |
| All | -23.9% | +24.5% | -48.3% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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