+20.4%
WM vs NVDX
-44.8%
+65.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -11.0% | +11.3% | -0.8% |
| 7D | +1.2% | -34.6% | +35.8% | -2.8% |
| 30D | +13.7% | -47.9% | +61.6% | +7.1% |
| 3M | +5.2% | -44.4% | +49.6% | +0.2% |
| 6M | +11.2% | -47.3% | +58.5% | +6.4% |
| YTD | +9.4% | -36.9% | +46.3% | +6.4% |
| 1Y | +20.4% | -46.8% | +67.2% | +15.5% |
| All | +20.4% | -44.8% | +65.2% | +15.5% |
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