+210.0%
NXPI vs WAB
+292.7%
-82.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.5% |
| 7D | +0.7% | -0.2% | +0.9% | +0.8% |
| 30D | -4.2% | -5.9% | +1.7% | -0.6% |
| 3M | -20.4% | +9.4% | -29.8% | -25.0% |
| 6M | +12.5% | +13.8% | -1.3% | +3.3% |
| YTD | +5.2% | +31.8% | -26.5% | -11.8% |
| 1Y | +5.1% | +48.5% | -43.4% | -18.2% |
| 3Y | +17.7% | +167.0% | -149.3% | -35.4% |
| 5Y | +16.8% | +222.3% | -205.5% | -41.9% |
| All | +210.0% | +292.7% | -82.7% | +26.6% |
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