+214.4%
NXPI vs WAB
+282.9%
-68.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | +1.7% | +3.1% | -1.4% | -0.2% |
| 30D | +19.7% | +6.4% | +13.2% | +15.1% |
| 3M | +14.5% | +2.2% | +12.4% | +13.0% |
| 6M | -11.2% | +13.7% | -24.9% | -18.3% |
| YTD | +25.8% | +43.0% | -17.2% | 0.0% |
| 1Y | +35.2% | +47.0% | -11.8% | +5.7% |
| 3Y | +52.3% | +174.4% | -122.1% | -18.5% |
| 5Y | +34.8% | +222.2% | -187.3% | -34.1% |
| 10Y | +214.4% | +276.9% | -62.5% | +19.3% |
| All | +214.4% | +282.9% | -68.5% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling