+27.2%
NXPI vs W
-52.3%
+79.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.3% | +2.3% |
| 7D | -0.3% | +3.3% | -3.6% | -1.1% |
| 30D | +12.7% | +10.5% | +2.2% | +10.2% |
| 3M | +7.5% | +9.6% | -2.2% | +4.8% |
| 6M | -12.3% | +76.4% | -88.7% | -24.2% |
| YTD | +19.7% | +16.4% | +3.3% | +11.4% |
| 1Y | +27.6% | +9.3% | +18.2% | +19.8% |
| 3Y | +50.0% | +172.8% | -122.9% | +5.0% |
| 5Y | +27.2% | -53.4% | +80.5% | +10.7% |
| All | +27.2% | -52.3% | +79.4% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 5y: compounded portfolio wealth divided by compounded W 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…
5y analysis · Full analysis span regression · 6 months rolling