+51.2%
NXPI vs NWSA
+32.6%
+18.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.7% | -3.5% | -2.2% |
| 7D | +6.8% | +2.2% | +4.6% | +5.6% |
| 30D | +20.0% | -8.8% | +28.8% | +25.3% |
| 3M | +14.8% | -6.5% | +21.3% | +17.8% |
| 6M | -10.5% | +1.5% | -12.0% | -14.1% |
| YTD | +23.7% | +4.0% | +19.7% | +15.9% |
| 1Y | +34.1% | +3.4% | +30.6% | +26.1% |
| 3Y | +51.2% | +34.8% | +16.4% | +21.1% |
| All | +51.2% | +32.6% | +18.7% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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