+1,323.1%
WDC vs NVDX
+774.9%
+548.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.4% | 0.0% | -3.3% |
| 7D | +4.4% | -8.6% | +13.1% | +6.9% |
| 30D | +5.3% | -1.4% | +6.7% | +5.0% |
| 3M | -5.9% | +10.6% | -16.6% | -9.2% |
| 6M | +73.2% | +20.2% | +53.1% | +61.2% |
| YTD | +167.8% | +11.8% | +156.0% | +152.2% |
| 1Y | +386.0% | +12.9% | +373.1% | +354.0% |
| All | +1,323.1% | +774.9% | +548.3% | +575.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling