-7.8%
WST vs NVDX
+833.4%
-841.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.3% | -0.5% |
| 7D | -0.3% | +7.3% | -7.6% | -0.5% |
| 30D | -4.6% | -0.9% | -3.7% | -4.7% |
| 3M | +5.7% | +8.4% | -2.7% | +5.1% |
| 6M | +37.6% | +38.2% | -0.6% | +34.8% |
| YTD | +23.0% | +19.3% | +3.8% | +21.0% |
| 1Y | +33.8% | +33.3% | +0.6% | +30.6% |
| All | -7.8% | +833.4% | -841.1% | -45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling