+1,389.0%
WDC vs NVDX
+815.5%
+573.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +3.0% | +1.5% |
| 7D | +7.5% | -0.9% | +8.4% | +7.6% |
| 30D | +10.1% | +3.0% | +7.1% | +8.5% |
| 3M | -6.8% | +6.8% | -13.6% | -9.3% |
| 6M | +84.1% | +28.6% | +55.5% | +68.3% |
| YTD | +180.3% | +17.0% | +163.3% | +160.7% |
| 1Y | +411.1% | +27.0% | +384.1% | +363.6% |
| All | +1,389.0% | +815.5% | +573.5% | +598.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling