+27.3%
WAT vs NVDX
-27.2%
+54.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.2% | +7.8% | +1.9% |
| 7D | -1.9% | -14.1% | +12.1% | -1.4% |
| 30D | +6.2% | -31.3% | +37.6% | +7.5% |
| 3M | +18.1% | -16.2% | +34.2% | +18.7% |
| 6M | +54.9% | -11.9% | +66.8% | +55.8% |
| YTD | +23.1% | -9.4% | +32.5% | +22.0% |
| 1Y | +27.3% | -23.9% | +51.2% | +25.8% |
| All | +27.3% | -27.2% | +54.5% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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