+803.3%
NVDX vs WCC
+176.6%
+626.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -3.1% |
| 7D | -10.2% | +1.5% | -11.7% | -11.3% |
| 30D | -7.3% | -2.1% | -5.2% | -6.0% |
| 3M | +5.5% | +3.8% | +1.7% | +2.0% |
| 6M | +18.3% | +35.0% | -16.7% | -8.9% |
| YTD | +11.4% | +46.4% | -34.9% | -20.6% |
| 1Y | +12.7% | +63.0% | -50.3% | -27.6% |
| All | +803.3% | +176.6% | +626.7% | +251.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling