+1,537.8%
WDC vs NVDL
+2,476.2%
-938.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | -4.3% | -10.3% | +6.0% | -1.7% |
| 30D | -1.5% | -7.1% | +5.6% | -0.3% |
| 3M | -15.5% | +6.6% | -22.1% | -17.6% |
| 6M | +66.5% | +21.1% | +45.4% | +55.3% |
| YTD | +159.9% | +15.2% | +144.6% | +143.8% |
| 1Y | +366.0% | +18.8% | +347.2% | +332.0% |
| 3Y | +1,285.8% | +649.9% | +635.9% | +669.1% |
| All | +1,537.8% | +2,476.2% | -938.4% | +586.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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