+40.0%
WPM vs NVDX
-27.2%
+67.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -6.2% | +18.2% | +13.2% |
| 7D | +3.9% | -14.1% | +18.0% | +7.0% |
| 30D | -3.5% | -31.3% | +27.8% | +4.0% |
| 3M | +14.1% | -16.2% | +30.3% | +17.4% |
| 6M | +6.2% | -11.9% | +18.1% | +8.0% |
| YTD | +12.4% | -9.4% | +21.8% | +10.9% |
| 1Y | +40.0% | -23.9% | +63.8% | +42.3% |
| All | +40.0% | -27.2% | +67.1% | +42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling