+806.2%
NVDX vs WCC
+166.7%
+639.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.2% | -1.2% | -2.1% |
| 7D | -8.6% | +1.7% | -10.3% | -9.9% |
| 30D | -1.4% | -6.1% | +4.6% | +3.1% |
| 3M | +10.6% | +3.1% | +7.6% | +7.6% |
| 6M | +20.2% | +28.2% | -8.1% | -3.8% |
| YTD | +11.8% | +41.1% | -29.3% | -18.1% |
| 1Y | +12.9% | +61.3% | -48.4% | -27.1% |
| All | +806.2% | +166.7% | +639.5% | +262.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling