+1,416.1%
WDC vs NVD
-99.1%
+1,515.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.5% | -8.9% | -3.2% |
| 7D | +4.4% | +9.0% | -4.6% | +6.9% |
| 30D | +5.3% | -5.5% | +10.7% | +4.7% |
| 3M | -5.9% | -24.6% | +18.7% | -9.8% |
| 6M | +73.2% | -42.1% | +115.3% | +59.4% |
| YTD | +167.8% | -44.3% | +212.2% | +148.4% |
| 1Y | +386.0% | -54.2% | +440.2% | +344.3% |
| 3Y | +1,309.7% | -99.1% | +1,408.8% | +584.6% |
| All | +1,416.1% | -99.1% | +1,515.2% | +636.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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