+0.3%
WM vs NVDX
+29.6%
-29.2%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.8% |
| 7D | -1.2% | -0.9% | -0.3% | -1.3% |
| 30D | -4.5% | +3.0% | -7.5% | -3.9% |
| 3M | -2.2% | +6.8% | -9.0% | -0.6% |
| 6M | -11.5% | +28.6% | -40.1% | -7.8% |
| YTD | -0.7% | +17.0% | -17.7% | +2.6% |
| 1Y | +0.3% | +27.0% | -26.7% | +3.0% |
| All | +0.3% | +29.6% | -29.2% | +3.0% |
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 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