+17.7%
NXPI vs WEC
+34.9%
-17.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -1.8% |
| 7D | +0.7% | +0.8% | -0.1% | +0.6% |
| 30D | -6.6% | +0.3% | -6.9% | -6.6% |
| 3M | -25.4% | -2.9% | -22.5% | -25.4% |
| 6M | +11.9% | -5.9% | +17.8% | +12.2% |
| YTD | +4.0% | +4.1% | -0.1% | +3.2% |
| 1Y | +1.0% | +3.1% | -2.1% | +0.1% |
| 3Y | +16.3% | +40.8% | -24.4% | +8.6% |
| 5Y | +17.7% | +31.7% | -14.0% | +7.3% |
| All | +17.7% | +34.9% | -17.2% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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