+45.7%
WM vs NVDX
+362.9%
-317.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.7% | +8.9% | 0.0% |
| 7D | -0.5% | -23.4% | +22.9% | -1.0% |
| 30D | +13.3% | -41.5% | +54.8% | +12.2% |
| 3M | +4.4% | -41.1% | +45.5% | +3.5% |
| 6M | +10.8% | -40.9% | +51.7% | +10.1% |
| YTD | +9.1% | -29.1% | +38.2% | +8.6% |
| 1Y | +19.1% | -33.5% | +52.7% | +18.6% |
| 3Y | +45.7% | +369.1% | -323.5% | +40.2% |
| All | +45.7% | +362.9% | -317.2% | +40.2% |
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