+1,988.1%
NXPI vs WEC
+623.3%
+1,364.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +3.0% |
| 7D | -0.3% | +0.2% | -0.5% | -0.4% |
| 30D | +12.7% | +12.9% | -0.2% | +9.4% |
| 3M | +7.5% | +9.8% | -2.3% | +5.0% |
| 6M | -12.3% | +6.7% | -19.1% | -14.0% |
| YTD | +19.7% | +14.0% | +5.7% | +15.3% |
| 1Y | +27.6% | +7.3% | +20.2% | +24.7% |
| 3Y | +50.0% | +63.8% | -13.8% | +28.6% |
| 5Y | +27.2% | +54.8% | -27.6% | +9.9% |
| 10Y | +200.5% | +185.7% | +14.8% | +91.3% |
| All | +1,988.1% | +623.3% | +1,364.8% | +363.5% |
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