+108.6%
NXPI vs WBD
-61.8%
+170.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.1% | -1.6% | +2.1% |
| 7D | +2.8% | -13.9% | +16.8% | +6.5% |
| 30D | -8.3% | -7.6% | -0.7% | -7.1% |
| 3M | -11.5% | -28.3% | +16.8% | -4.3% |
| 6M | +14.2% | -22.3% | +36.5% | +19.8% |
| YTD | +20.0% | +6.9% | +13.2% | +13.7% |
| 1Y | +15.2% | -6.2% | +21.4% | +13.0% |
| 3Y | +39.9% | -55.8% | +95.7% | +37.9% |
| 5Y | +140.5% | -69.3% | +209.8% | +148.7% |
| All | +108.6% | -61.8% | +170.4% | +108.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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