+42.9%
WST vs NVDX
-27.2%
+70.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.2% | +6.6% | +0.6% |
| 7D | +1.3% | -14.1% | +15.3% | +1.5% |
| 30D | +8.5% | -31.3% | +39.8% | +9.2% |
| 3M | +17.2% | -16.2% | +33.4% | +17.6% |
| 6M | +36.3% | -11.9% | +48.1% | +35.5% |
| YTD | +48.9% | -9.4% | +58.3% | +43.8% |
| 1Y | +42.9% | -23.9% | +66.8% | +38.2% |
| All | +42.9% | -27.2% | +70.1% | +38.2% |
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