+598.1%
NXPI vs WBD
+36.5%
+561.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.2% |
| 7D | -1.0% | +3.1% | -4.1% | -2.9% |
| 30D | -4.9% | +1.0% | -5.9% | -5.8% |
| 3M | +13.4% | +1.3% | +12.1% | +11.9% |
| 6M | +14.2% | -8.7% | +22.9% | +20.0% |
| YTD | +16.0% | -0.9% | +16.9% | +14.8% |
| 1Y | +20.1% | -13.6% | +33.8% | +30.2% |
| 3Y | +136.4% | -38.8% | +175.2% | +219.0% |
| 5Y | +488.0% | +19.3% | +468.8% | +307.5% |
| All | +598.1% | +36.5% | +561.6% | +292.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling