+806.2%
NVDX vs WCN
+18.7%
+787.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.3% |
| 7D | -8.6% | -4.4% | -4.2% | -8.1% |
| 30D | -1.4% | -4.4% | +3.0% | -0.9% |
| 3M | +10.6% | +0.5% | +10.2% | +9.6% |
| 6M | +20.2% | -3.3% | +23.4% | +20.3% |
| YTD | +11.8% | -8.5% | +20.3% | +14.6% |
| 1Y | +12.9% | -8.9% | +21.8% | +15.5% |
| All | +806.2% | +18.7% | +787.5% | +724.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling