+2,030.0%
NXPI vs WEC
+622.5%
+1,407.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.5% | +1.4% | -1.9% | -0.8% |
| 30D | +15.0% | +12.8% | +2.2% | +11.7% |
| 3M | +12.6% | +11.2% | +1.3% | +9.6% |
| 6M | -10.6% | +6.6% | -17.2% | -12.2% |
| YTD | +22.1% | +13.8% | +8.3% | +17.6% |
| 1Y | +29.8% | +7.6% | +22.1% | +26.7% |
| 3Y | +47.8% | +62.2% | -14.4% | +27.1% |
| 5Y | +33.9% | +52.0% | -18.1% | +16.3% |
| 10Y | +208.7% | +189.4% | +19.4% | +95.2% |
| All | +2,030.0% | +622.5% | +1,407.5% | +372.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling