+121.3%
WMB vs NVDX
+265.5%
-144.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | -0.3% |
| 7D | +7.8% | -24.7% | +32.6% | +9.5% |
| 30D | -5.1% | -48.2% | +43.1% | -1.6% |
| 3M | -4.7% | -51.9% | +47.2% | -1.1% |
| 6M | -7.4% | -55.6% | +48.2% | -3.8% |
| YTD | +17.5% | -41.5% | +59.0% | +19.4% |
| 1Y | +19.5% | -44.0% | +63.5% | +21.6% |
| 3Y | +121.3% | +262.2% | -140.9% | +124.5% |
| All | +121.3% | +265.5% | -144.2% | +124.5% |
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 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