+44.5%
WM vs NVDX
+833.4%
-788.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.4% | -0.6% |
| 7D | -0.9% | +7.3% | -8.2% | -0.8% |
| 30D | -4.3% | -0.9% | -3.4% | -4.3% |
| 3M | +0.8% | +8.4% | -7.6% | +1.1% |
| 6M | -10.8% | +38.2% | -48.9% | -10.2% |
| YTD | -0.1% | +19.3% | -19.3% | +0.4% |
| 1Y | +1.0% | +33.3% | -32.2% | +1.4% |
| All | +44.5% | +833.4% | -788.8% | +52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling