+33.0%
NVDX vs WCC
+61.8%
-28.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.9% | -2.4% | -0.6% |
| 7D | +11.6% | +4.5% | +7.1% | +9.1% |
| 30D | +7.5% | -5.8% | +13.3% | +10.8% |
| 3M | +2.1% | -3.7% | +5.8% | +3.8% |
| 6M | +35.5% | +23.1% | +12.5% | +21.4% |
| YTD | +24.1% | +44.2% | -20.0% | +3.6% |
| 1Y | +33.0% | +62.1% | -29.1% | +10.8% |
| All | +33.0% | +61.8% | -28.8% | +10.8% |
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