+576.3%
WMB vs NVMI
+1,967.2%
-1,390.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.5% | -5.4% | -0.4% |
| 7D | +0.6% | +6.6% | -6.0% | -0.1% |
| 30D | +3.3% | -7.5% | +10.8% | +3.9% |
| 3M | +3.1% | -28.5% | +31.6% | +5.8% |
| 6M | -0.7% | -15.7% | +15.0% | -0.2% |
| YTD | +25.2% | +13.3% | +11.9% | +21.9% |
| 1Y | +32.9% | +48.3% | -15.4% | +25.4% |
| 3Y | +140.6% | +191.2% | -50.7% | +107.9% |
| 5Y | +273.5% | +268.7% | +4.8% | +210.7% |
| 10Y | +334.2% | +3,034.8% | -2,700.6% | +194.4% |
| All | +576.3% | +1,967.2% | -1,390.9% | +311.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 all: compounded portfolio wealth divided by compounded NVMI 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…
all analysis · Full analysis span regression · 6 months rolling