+127.4%
WMB vs NVDX
+774.9%
-647.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.4% | +1.3% | -2.9% |
| 7D | -1.7% | -8.6% | +7.0% | -1.2% |
| 30D | +0.7% | -1.4% | +2.1% | +0.6% |
| 3M | +1.5% | +10.6% | -9.1% | +0.5% |
| 6M | +0.1% | +20.2% | -20.1% | -1.9% |
| YTD | +22.9% | +11.8% | +11.1% | +20.6% |
| 1Y | +27.9% | +12.9% | +15.0% | +24.8% |
| All | +127.4% | +774.9% | -647.5% | +111.0% |
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 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